Joe Maier is a Financial Advisor at Marine Street Financial, specializing in 401(k) advisory and employer-sponsored retirement plans. He works closely with business owners, plan sponsors, and HR teams to optimize plan administration, improve tax efficiency, and strengthen fiduciary oversight.

 Joe joined Marine Street Financial in June 2024 and focuses on helping businesses design and manage retirement plans that are cost-effective for employers and valuable for employees.

 Joe earned a Bachelor’s degree in Finance from Baylor University, where he played club baseball. He holds Series 7 and 66 registrations through LPL Financial and is a Certified Plan Fiduciary Advisor® (CPFA®). Joe also holds CA insurance licenses (4439147). Joe lives in Pacific Beach and enjoys staying active and working out.