Our needs continue to evolve as we age, just as the economy evolves, so personalized insurance services have become a must-have rather than being only preferred.
According to a consumer study conducted in 2018 by one of the biggest consulting firms in the world, clients are satisfied and can rest easy if they have access to product information and conduct standard transactions online. However, the findings show that clients prefer face-to-face contact from a real-advisor rather than transact on an app or a website. For especially sensitive and critical matters such as making an insurance claim, a personal conversation deems much more beneficial on all fronts.
Joe Morales has made a successful career in the insurance industry by using a hands-on, personalized approach in building and protecting the wealth of families. As an esteemed member of Dream Givers Financial, Joe provides financial solutions that deliver peace of mind for individuals. He and the company specialize in empowering families to achieve their goals and ambitions.
Joe is a wealth strategist currently assisting athletes in the NFL, business owners, baby boomers, and families from all walks of life in maximizing their financial portfolios. Additionally, he is always on the lookout for other people who also want to dominate the financial space as he has.
His beginnings were rough as his parents tried their hardest to achieve the American Dream. His parents did everything they could to provide for him, and he grew up with limited resources as a first-generation Mexican-American. So from a young age, he had already decided that he would strive to become an entrepreneur and change their lives.
Before realizing that he was destined to have a flourishing career in the insurance industry, Joe has lived an exciting life in the sports arena. As a scholarship athlete at Ohio University, he played running back and linebacker at St. Paul Catholic High School in Santa Fe Springs, California. Joe was the first freshman in school history to play varsity football and start as a linebacker at South El Monte High.
Joe majored in Criminology and Sociology and is a two-time All-CIF (California Interscholastic Federation) and all-league honoree. At the same time, he led his team to a pair of playoff appearances, named All-Mid Valley Newspaper and All-San Gabriel Valley Tribune Team. Joe is happily married to his lovely wife, Esperanza Morales, and is a doting father to his two beautiful children, a son, and a daughter.
Joe wants to continue empowering individuals to succeed and takes a customized approach with each client with an added personal touch to suit their needs. He explains, “One size rarely fits all – especially when it comes to your financial needs and goals.”
As a part of Dream Givers Financial, Joe offers products and services from over 221 trusted providers, giving his clients access to a wide variety of wealth insurance options. The company’s focus is to change lives by matching financial literacy with financial tools and strategies that help families overcome real-life economic challenges.
Joe wants to expand his reach across North America and is looking forward to servicing more clients in the sports industry. His football experience taught him that there is a current lack of financial knowledge in the field of sports, even for the most highly celebrated athletes. But his niche doesn’t stop there, because he also offers his services to show business and social media celebrities, entrepreneurs, and families from all walks of life, even the average person willing to improve their financial literacy and move forward with a virtually ironclad financial plan.
He states, “To build a business as big as you can dream, you need a proven platform that enables you to run your business, not be run by it – and a business model that rewards success, regardless of your background or past experience.”
To secure your finances and know more about Joe Morales and what Dream Givers Financial has on offer, visit their official website.
