Joseph H. Langlois III, CFP®

Joseph H. Langlois III, CFP®

Joseph H. Langlois III, CFP®
Print Friendly, PDF & Email


 CA Insurance Lic# 0C964958 

Joseph H. Langlois III is a founding Partner of Global Wealth Partners, Inc®. Joey brings 14 years of experience as a Financial Planner, having most recently worked with Wealth Strategies Group in both San Diego and the Bay Area. Joey built his financial planning practice by educating his clients on strategies to help mitigate income and estate taxes while potentially maximizing retirement benefits. He strives to help his clients accumulate the assets necessary to reach retirement, and he teaches them the importance of proper income distribution as they seek to enjoy a comfortable lifestyle when retired.

Philanthropy, having always been a passion of Joey’s, has led him to specialize in charitable planning; Joey is an integral member of the group that created the donor advised fund at San Diego State University.

Joey lives with his wife, Jen, and their children, Joseph H. Langlois IV, Jakson Langlois, and Kennedy Langlois in the 4s Ranch area of San Diego. In his free time, he enjoys visiting with family and friends, football, golf, cooking and tasting fine wines.

Check the background of this investment professional on FINRA’s BrokerCheck.