Joe Bozo is a Financial Advisor with WestPoint Financial Group. Joe is passionate about helping people navigate the sometimes complicated work of financial planning. His career in finance is aligned with his personal mission of ensuring that individuals, families, and businesses are aware of all the options and scenarios that facilitate a bright and secure financial future.
Joe takes a macro approach assisting his clients with a holistic view of their financial path by protecting assets and leveraging tools for long term success.
A graduate of the University of Portland with a degree in Business Finance, Joe and his family moved to Madison in 2018. When not working or hanging with his family, Joe loves snowboarding, golf, DIY home projects and great food.