Joseph Rotta, CFP®

Vice President / Investments

With 30 years of experience as a financial advisor, Joe has been in the investment brokerage business since 1988. Additionally, Joe holds the CERTIFIED FINANCIAL PLANNER™ professional certification.

As a Stifel Financial Advisor, Joe can help you assess your current financial situtation and tailor a plan to help you pursue your financial goals. Together, you can identify an appropriate asset allocation strategy and choose investments that are consistent with your objectives and your risk tolerance.

If you like personally knowing the individual guiding your investments, please call, stop by the office, or send Joe an e-mail, and let him show you how Stifel can serve your individual investment needs.

Phone (760) 804-3400
Fax (760) 804-8213