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Joseph Hollak

 


Professional Experience

Joseph spent nine years as a Financial Consultant — working with high-net worth individuals and non-profit orgs — at two top-notch Wall Street firms. He specialized in retirement planning and asset allocation strategies, working with investor’s largest nest-eggs.

Financial planning and consulting is a perfect transition into residential real estate, because your home is typically one of your largest personal assets. A lot like your retirement portfolio.

Joseph still works closely with clients, but now advising them in the realm of buying and selling residential real estate, for both investment property and/or primary residence.

“I help my clients find, evaluate and acquire great real estate.”

It is his professional investment consulting experience, top-notch client service and love of real estate that gives Joseph a unique ability to rise above other real estate agents. He can see your big picture and knows how real estate can fit into your over-all, long-term personal net worth strategy.

 

Affiliations

National Association of Realtors
California Association of Realtors
Fresno Association of Realtors

Recognition

SMITH BARNEY
Investment Management Specialist

MORGAN STANLEY
Retirement Planning Specialist

CALIFORNIA STATE UNIVERSITY, FRESNO
The Paul V. Sheehan Service Award