Joseph Rosenberry

Joseph serves as Client Service Manager, supporting Wealth Advisor Gregory Hakim at Everest Wealth Advisors' San Diego, California office. He assists with the day-to-day operations of the practice, including trading requests, money movement processes, financial planning preparation, and a broad range of administrative and client-service needs.

Known for his diligence, responsiveness, and attention to detail, Joseph helps create the welcoming, organized experience clients expect from Everest Wealth Advisors. He works closely with Gregory and the broader Everest team to help ensure clients receive thoughtful support and consistent service throughout their financial journey.

Joseph earned a Bachelor of Science in Finance from California State University, Chico, in 2022. His education provides a strong foundation for supporting the financial planning and wealth management needs of the San Diego practice.

A Bay Area native, Joseph has lived throughout California, from Chico to San Diego. His familiarity with communities across the state supports the personal, relationship-centered approach Everest Wealth Advisors brings to clients. Outside the office, Joseph enjoys an active lifestyle that includes running, swimming, and mixed martial arts.