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Joe Forlenza Location
San Diego, CA, US
Joe Forlenza Work
Founder and Managing Member @ SkyCity Advisors LLC (April 2019 - Present)
Financial Advisor @ (March 2009 - April 2019)
Financial Advisor @ (November 2000 - March 2009)
Tax Specialist @ Joseph Forlenza, CPA, PC (January 1990 - November 2000)
Joe Forlenza Education
University of San Diego
BS (Accounting)
1981-1985
Joe Forlenza Skills
Retirement Planning
Mutual Funds
Fixed Annuities
Portfolio Management
Strategy
Asset Management
Joe Forlenza Summary
Joe Forlenza, based in San Diego, CA, US, is currently a Founder and Managing Member at SkyCity Advisors LLC. Joe Forlenza brings experience from previous roles at Ameriprise Financial Services, Inc., Merrill Lynch and Joseph Forlenza, CPA, PC. Joe Forlenza holds a 1981 - 1985 BS in Accounting @ University of San Diego. With a robust skill set that includes Retirement Planning, Mutual Funds, Fixed Annuities, Portfolio Management, Strategy and more. Joe Forlenza has 2 emails and 4 mobile phone numbers on RocketReach.
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