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Joseph Gross

CDFA®

First Vice President, Senior Financial Advisor

Joseph Gross

Joe brings more than three decades of experience in the financial industry to his work with clients at JGP Wealth Management. As a Certified Divorce Financial Analyst (CDFA®), he has developed a specialized skill set to address the financial complexities of divorce. Joe is tenacious about keeping clients on track with their financial goals and helping see them through to the finish line.

Joe has been part of JGP since its establishment in 2001 and is proud of the reputation the firm has built during that time. Earlier in his career, he served as a Vice President at Merrill Lynch, where he also acted as a professional development coordinator, mentoring and training new financial advisors.

Joe is involved with organizations close to his heart and enjoys giving back to his community. He is a former president and current board member of the ALS Association of Oregon and Southwest Washington and has long been a member of The Multnomah Athletic Club.
Away from the office, Joe enjoys fly fishing, spending time with his family, and cheering on his alma mater, the University of Arizona.