Joe Wallace

Investment Adviser Representative
Joe is a graduate of UC Santa Barbara, where he played baseball on scholarship, and has worked side-by-side with Bill ever since.

He maintains a Certified Financial Planner designation and is an Investment Adviser Representative of Wallace Advisory Group, LLC, a Registered Investment Adviser.

Like father, like son, Joe is also an avid golfer with multiple trips over to the links in Scotland and Ireland under his belt. If you don’t ask him about his recent hole-in-one, he may tell you anyway!

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