Joseph W. Conway, AIF®
JOSEPH W. CONWAY is a Registered Securities Principal and the President of Diversified Investment Services, Inc. Since 1982, Mr. Conway has been assisting clients with the planning and implementation of their financial and investment plans. His registrations include FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), and Series 24 (Registered Securities Principal) through Commonwealth Financial Network®.
As part of Joe’s commitment to providing the utmost service to his clients, he earned the Accredited Investment Fiduciary® professional designation in 2010.
As a frequent speaker on financial and investment topics, he has conducted financial planning seminars in Orange County for over 35 years. He is recognized for his ability to translate complex concepts and jargon into understandable layman’s terms.
Upon determining his client’s specific financial goals and objectives, Joe develops a comprehensive investment strategy tailored to meet the client’s needs. Joe takes a personal interest in his clients’ financial future, and goes out of his way to ensure their success. Through his commitment to excellence and reputation for outstanding service, he has built a solid client base and expanded his business through referrals from satisfied clients.
Mr. Conway currently serves on the St. Joseph Hospital Board and has served on the Financial Advisory Board of San Antonio Church and Mater Dei High School. Mr. Conway received his Bachelor of Science Degree in Finance from California State University at Fullerton. Since 1984, Joe has resided with his wife, Vickie, in Anaheim Hills, where they raised their four children. In his spare time, Joe enjoys golf, softball, fishing and travel.