About Us
Chief Operations Officer
Joe Bonanno is a long-time veteran of HBW and serves as president of HBW Advisory Services LLC.
Joe and the HBW staff have built multiple platforms to support the needs of the various business models and investment strategies advisors may choose to implement. He is a strong believer that values-based life planning is just financial planning done right. The training that the firm provides its advisor is a reflection of that belief.
He also manages the El Dorado investment strategy, one of the most successful in HBW’s proprietary investment portfolios.
Joe is a graduate of UCLA. He currently holds the Series 65 securities registration and is always reading something to improve his knowledge and skills.
The Management Team
Our core staff has been with us 20+ years. Over the decades while supporting our advisors, HBW kept their eye on the future. As market conditions evolve, new product offerings emerge, regulatory compliance tightens, and market consolidation continues to increase, HBW has continued to provide broader back-office support and services, stronger company relationships, and compliance support through HBW Advisory Services LLC. The expanding government regulatory, licensing and compliance changes have transformed the new advisor profile.
2655 1st Street Ste 250
Simi Valley, CA 9306
(800) 473-3856
