Team
My Philosophy
My reasons for becoming financial professionals are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as financial a professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Founder
Joe Papez
Founder / Financial Advisor
Joe Papez, the founder of JP Wealth Management and Financial Planning, has spent the past 30 years providing individuals, families and business owners with comprehensive, holistic strategies and counsel to grow and preserve their financial well-being.
Understanding that each client has unique financial goals, Joe focuses on simplifying the financial planning process and providing workable suggestions and solutions to improve financial portfolios.
Prior to establishing his own firm, Joe spent two decades working for nationally recognized investment companies, including Smith Barney Consulting Group and Wells Fargo Wealth Management Group, holding the position of Vice President.
A native of Reno, Nevada, and a resident of Las Vegas for more than 25 years, he earned his Bachelor’s degree in Finance from the University of Nevada-Reno. In his spare time, he enjoys being outdoors, camping, and spending time with his family.