• Joey Bocci, CFP®, MBA, AAMS®

    Financial Advisor

    Branch Manager

I’ve been a student of aviation most of my life. I’ve been fascinated by how man has learned to master the concepts of lift, thrust, drag, and gravity to create flying machines that, according to a carefully created flight plan, efficiently take people where they want to go.

In the same way, a well-crafted financial plan—combined with the right resources—can help you live the type of fulfilling life no one could’ve imagined a century ago. The creation of such a plan requires an understanding of your financial statements, careful risk management and insurance coverage, a proper investment plan, retirement preparation, estate planning, and minimization of income tax.

My goal is to help everyone I meet understand the importance of money—as a means to an end, not as an end itself—and to help them both create and achieve financial goals for themselves and for their families.

I’m passionate about this because I believe God wants people to be intentional with their money and financial decisions—not casual or haphazard. He wants this because He knows money can be used to do good in the world and in America we generally have the opportunity to control our money—rather than letting our money control us.

Do your current financial plans bring joy to your life… or stress and anxiety? Are you investing your wealth in the right places that align with your goals and values? Does financial planning feel fun and life-giving… or boring and defeating?

If not, your financial plan needs guidance. A few more things about me:

I’m married to Lauren, a wonderful and talented woman (you need to hear her sing), who is also the mother of our two beautiful daughters, Blair (9) and Isabella (5). We live in Erie, CO with our Aussie-doodle (proudly named ‘Merica).

Lauren and I are the committee chairs for East Boulder County Young Life and the Erie Prayer Breakfast. Previously I served on the Board of Directors for the Erie Chamber of Commerce from 2012- 2014 and the Erie Economic Development Council before that.

I was blessed with the opportunity after high school to serve our great country for 13 years in the Colorado Air National Guard (with active duty tours after 9/11 and overseas for Operation Iraqi Freedom).

Before deciding to start my own business and associate with Raymond James, I spent nine years as a Financial Advisor with Edward Jones, guiding clients through the recession of 2008/2009 and opening the first Edward Jones office in Erie, Colorado.

I received my B.S. in Aerospace Operations in 2004 from Metropolitan State College of Denver. I earned my MBA from Colorado Christian University in 2010. In 2011 I Earned the designation of AAMS® from the College for Financial Planning. And, in 2015, became a CERTIFIED FINANCIAL PLANNER professional, having successfully completed rigorous coursework in financial planning, insurance, investments, taxes, retirement planning and estate planning from Pepperdine University’s George L. Graziadio School of Business and Management.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.