Joe Lewis graduated from the Argyros School of Business & Economics at Chapman University with an Executive MBA degree. He has been working in the finance industry since 2014 with Morgan Stanley and most recently with The Bahnsen Group with HighTower Advisors. His background and experience includes financial advising, money management and currently mortgage banking. Joe holds a Series 7 and Series 66 securities, life insurance and NMLS license; all which have contributed to his understanding of the financial markets and how they function.
A mortgage is typically the single largest financial transaction an individual makes because it touches every aspect of their financial plan, from cash flow and monthly payments, to the asset they’re purchasing. It could be a huge wealth creation tool or provide the ability to maximize tax benefits and retirement plan. It is important to Joe to understand the financial markets and articulate them correctly because it makes a difference in the client’s financial future. Joe is eager to educate and communicate with his clients as a fiduciary.
Joe is the President of the Chapman MBA Alumni Association and serves on the Board of Directors for the Chapman Alumni Association. Under the umbrella of the Newport Beach Chamber of Commerce – he serves on the Board of Directors, Chairman for NAVIGATE | Modern Professionals, leader on Membership Council, and recently awarded in 2016 as Ambassador of the Year and Silver Anchor Award Winner. He is also involved as a mentor with Big Brothers Big Sisters of Orange County.
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Contact me for an appointment
Job Title: Senior Loan Officer
Cell: (714) 400.8760
Address: 130 Newport Center Drive Suite 110 Newport Beach, CA 92660