MJF Financial is not just a financial advising firm; it is an organization driven by an unwavering obsession with its clients. With a commitment to excellence and a deep understanding of their clients' needs, MJF Financial goes above and beyond to ensure their clients' financial well-being and success. From the very first interaction, it is evident that the firm places their clients at the center of everything they do.
But it doesn't stop there. MJF Financial maintains regular communication with their clients, proactively reaching out to provide updates, answer questions, and address any concerns. They believe in fostering long-term relationships based on trust and transparency, ensuring that clients feel supported and valued throughout their financial journey. Whether it's managing investments, retirement planning, tax strategies, or estate planning, MJF Financial provides comprehensive services that adapt to clients' evolving needs.
Moreover, MJF Financial's team of highly skilled and experienced professionals is always ready to go the extra mile.
They stay up-to-date with industry advancements, attend relevant seminars and conferences, and engage in continuous learning to deliver the best possible outcomes for their clients. This dedication to ongoing education and improvement reflects their commitment to excellence and providing top-notch financial advice.
In conclusion, MJF Financial stands out as a firm obsessed with their clients. Through personalized services, constant communication, and a dedicated team, they create a client-centric experience that is second to none. With MJF Financial, clients can rest assured that their financial well-being is in capable hands.
CEO, LPL Financial Planner
I currently hold my Series 7, 66, 63 securities registrations with LPL Financial as well as my CA Insurance Lic #0C87640. I have been advising and servicing my clients for over 23 years. My career began in 1998 working as a banker then subsequently as a Financial Advisor for some of the largest banks in the country. During my career as a bank Financial Advisor I honed and developed the necessary skills to become a proficient, professional and accountable advisor to my clients. Through word of mouth, I not only became sought after by a number of prestigious brokerage houses/banks but by prospective clients as well. By the end of 2011, I recognized that the bank brokerage industry I had immersed myself in was quickly headed in a different direction. A direction I felt was not in the best interest of my clients. As a byproduct of natural progression and in search of true independence, I parted way with the banks and founded MJF Financial as an independent advisor through LPL Financial. This necessary move ensured I would be able to continue to provide my clients the highest level of service, loyalty, transparency and customized investment advice. At MJF Financial, nothing comes before our client’s investment needs. Our motto is, “Clients First”.
My experience spans across a wide variety of investment vehicles. My area of experience includes management of fixed income portfolios, tactical strategies using various account managers and asset preservation strategies for families and businesses. I fully understand that clients have unique financial goals and I pride myself on creating personalized financial strategies. I am a graduate of California State University, Fullerton where I earned my Bachelor of Arts in Marketing with an emphasis in Finance.
I believe the principles of hard work, honesty, loyalty, and dedication have been the stepping stones and foundation of who I am today. This belief has carried through to my practice and in doing so I have been able to obtain a clear vision of my client’s financial objectives. With my extensive background I provide fundamental management strategies through sound planning, straight forward communication and above all integrity.
My wife, Deena and I along with our two beautiful kids, Mareena (16) and Dean (18) live in Rossmoor, CA. Outside of work I devote my time to my family, friends, and community. I volunteer my time coaching youth football and also speak at several elementary schools in Orange and Los Angeles Counties about various financial topics. My outside interests include golf, chess, and living a fun and social lifestyle.
LPL Financial Client Services Associate
Clay Morris's career in the financial industry is just beginning. With aspirations of becoming a financial advisor, Clay joined the MJF Financial team. Clay currently holds his Series 7 with LPL Financial and plans to receive his Series 66 and CA Insurance License in the near future. In addition to working for MJF Financial, Clay is currently a student at Golden West College where he plans to receive his degree in finance.
Prior to joining the MJF Team, Clay played baseball for 11 years. Baseball has played a big role in his life, teaching him qualities such as leadership and dedication. On the field, Clay was always a leader. By his junior season Clay was named varsity team captain and remained team captain for his senior season. Also throughout high school, Clay took 4 years of American Sign Language and is fluent in ASL.
Living near the beach, Clay believes that it is important to do his part to help keep our beaches clean. Clay annually participates in the Surfrider Foundations beach clean-up. When not working or going to school, Clay enjoys traveling, being active outdoors, and spending time with his family. Clay currently lives in Huntington Beach and has strong family ties with his parents Harry and Kelly, brothers Harry and Max, and sister Mazie.
Client Service Associate
Micah Willis began his career in the financial industry in 2017 when interning for a corporate wealth management firm. Given his experience, Micah joined MJF Financial in the summer of 2018 to assist in servicing clients. In December of 2018, completed his bachelor’s degree in finance at Cal State University Fullerton and is now pursuing a career in the financial industry. In 2019, Micah completed the Securities Industry Exam (SIE), the General Securities Exam (Series 7), the Uniform Combined State Law Exam (Series 66)*, and the CA Life and Health Insurance Exam. To compliment his licenses he obtained in 2019, Micah plans to acquire his CFP designation by the end of 2022.
During his 4 years at CSUF, Micah was a captain on the men’s lacrosse team where he helped lead his team to a conference championship in 2018. In addition to athletics, Micah has been playing guitar since he was 5 years old and enjoys playing whenever he has the time. Micah also enjoys volunteering and spending his time with his family. He and his family volunteer at Feed My Starving Children in Arizona. FMSC is a Christian non-profit that provides nutritionally complete meals formulated for malnourished children across the globe.
*SIE, Series 7 and 66 held through LPL Financial
Joanna Argenzio joined the MJF Financial team in 2017. Whilst relatively new to the financial services world, Joanna has had over 20 years of Customer Service experience in her professional career.
Joanna was born in the United Kingdom and started her adventures abroad at the tender age of 2 when her family relocated to Australia. Whilst Australia was a great place to live, and where her family continues to reside, she always knew more overseas adventures awaited. At the age of 23, she pursued opportunities in the United States with her future husband, Vince. She has spent the last 20 plus years living the American dream and making Southern California home for her family.
Joanna lives in Rossmoor with her husband and their 14 year old son, Thomas, as well as their rescue collie, Max. Weekends are often filled with watching Thomas play Lacrosse as well as staying active with outdoor activities such as hiking with Max, ultimate frisbee, or simply enjoying Southern Californias' wonderful weather in their backyard with friends. Travel and new, fun experiences are also very important to Joanna and her family. They have ventured overseas throughout Europe and Asia-Pacific, but also enjoy local spots like Mammoth Mountain, Cabo, and Palm desert.
Mazie was born and raised in Huntington Beach, and currently still resides in Huntington Beach. She is the youngest of four with three older brothers. She is just beginning her career in the finance industry and is joining the MJF Financial family. She will be assisting in customer service and administrative help. She has aspirations to develop and grow her experience in the finance industry.
She is currently in school majoring in Child and Adolescent Development. Her passion in life is health, wellness, and helping others. In her spare time she enjoys going to the beach, spending time with family and friends, working out, and cooking. As well, she loves to take yoga and teach yoga classes.
She enjoys volunteering working with children in speech, occupational, and physical therapy. She also is fluent in American Sign Language.
Brandon Bennett is embarking on his financial services career, but his dedication and passion are strong! Brandon aspired of becoming a Financial Advisor early in life, and at the age of 19, he began interning at a corporate wealth management firm. He excelled there and obtained his CA Life and Health Insurance License. Currently, he is working towards his Series 7 and 66 licenses.
In addition to developing his career at MJF Financial, Brandon, now 21 years old, is a full-time student at California State University, Long Beach. He is a leader on the Men’s Golf Team and plans to receive a degree in Business Finance with an emphasis in Accounting /Financial Planning. In addition to his Bachelor’s Degree, he aspires to receive a Master’s Degree in Business Administration (MBA Degree) by the end of the 2025 academic year.
Prior to joining the financial services arena, Brandon had spent the past 8 years as an accomplished golfer. He has learned many valuable lessons on the course, such as patience and the power of a positive attitude. Two attributes he firmly believes will continue to help assist MJF financial clients.
During his high school golf tenure, Brandon led his team to a victory in the CIF Championship and went on to receive the prestigious title of Moore League Individual Champion and High School Athlete of the year in 2019.
When Brandon is out of the office, he enjoys spending time with family, friends and mastering his craft out on the golf course.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.