oseph Solomon, CFP® is dedicated to guiding clients towards their financial aspirations with unwavering ethics and quality service. With over three decades of expertise in comprehensive financial services tailored to California residents, he brings a wealth of knowledge and passion for advising his clients at Broadway Graham Wealth Partners.
Certified as a Financial Planner™ and registered with LPL Financial, Joseph holds professional designations as an Enrolled Agent licensed by the Department of Treasury, specializing in taxation. His commitment to excellence extends to his membership in the National Society of Accountants and CA Society of Enrolled Agents, ensuring the highest standards of proficiency in the accounting profession.
Educated in London, Joseph earned his Business Studies degree before establishing himself as a prominent figure in the financial industry stateside. With an enthusiasm for strategic planning and a hands-on approach, Joseph has hosted radio shows, written columns, and conducted workshops, sharing his expertise with peers and clients alike.
Outside of his professional endeavors, Joseph remains deeply involved in his community. He is a proud resident of Studio City, CA, where his enthusiasm for the film industry is among his main interests. Despite his busy schedule, Joseph cherishes time spent with his son in the UK and remains dedicated to helping clients navigate their financial futures with personalized care and attention.