Joseph Gross

Joe brings over three decades of experience in the financial industry to our clients.  As a Certified Divorce Financial Analyst (CDFA®), he has developed a unique set of skills to address the special financial issues of divorce.  As a former vice-president at Merrill Lynch, he is proud to have served as a professional development coordinator, providing mentorship and training for new financial advisors.

Joe works hard to provide the very best service for his clients. He is tenacious about keeping clients on track with their financial goals and helping to see them through to the finish line. The team at JGP appreciate Joe’s confidence and the ease with which he communicates and interacts with clients. He is proud of the reputation JGP Wealth Management has earned since its establishment in 2001.

Outside of his professional duties, Joe is involved with organizations close to his heart and enjoys being involved in the community. He is a former president and current board member of the ALS Association of Oregon and Southwest Washington. He is also a long-time member The Multnomah Athletic Club.   In his free time, Joe enjoys fly fishing, spending time with his family and cheering on his Alma Mater, the University of Arizona.