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Joe Allocca (Buyers Sr Adult Living & 2nd Homes Short Sales & Foreclosure) Real Estate Agent

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Joe Allocca
location_on Sun City, AZ — Buyers Sr Adult Living & 2nd Homes Short Sales & Foreclosure
Get to Know Joe Allocca

 

For many years I owned and operated my own business as a Financial Planner and pension actuary.  During those years I helped individuals, families and businesses achieve their financial goals.  Many of those goals involved the purchase of their dream homes and/or their vacation homes. 

My specialty was retirement planning, tax planning and retirement income.  In order to specialize in managing client assets, I was certified by the Securities and Exchange Commission and held several security licenses, including Series 6, 7, 24, 63 and 65.

At the height of my business, our assets under management exceeded $110 Million.  As a successful business owner, I was a target for a takeover.  On October 31, 2008, I sold my financial services business to the Los Alamos National Bank.  Although my wife Paula and I owned a second home in Arrowhead Ranch since 1999, after the sale of our business, we decided to make our home in Arrowhead Ranch a full-time residence.

My real estate passion began many years ago by admiring the most important purchase people make in their lives.  I wanted to be part of that. My financial background gives me an edge to help people maximize their potential.

Buyers, sellers, and investors can all benefit from my financial career background.  I've successfully represented buyers for FHA, VA, Low Down and convential deals that I found in the market.  In addition, I work with sellers who have regular equity homes and need to sell and short sale or bank owned properties.  Whether you're just beginning your home search or you know you want to buy in luxurious Scottsdale, family-oriented Surprise, Specialized Retirement Communities within the Sun Cities, or the more affordable town of El Mirage.  I will provide you with the information and education you need to make the best decisions.

My real estate activity includes residential only properties for New Buyers, First-time Homeowners, Senior Adult Living, and vaction properties.  I also do rentals.

Glendale, Sun City, Sun City West, Sun City Grand, Peoria, Surprise, North Phoenix, Scottsdale and Mesa, Arizona.

 

 

 

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Most of my professional career has been as a financial planner. With 40+ years of experience working with individuals, families and businesses, I gained a great amount of knowledge in helping people.