Joanna Dela Cruz

As Blakeslee & Blakeslee’s Financial Planning Specialist, Joanna is responsible for maintaining accounts and records, client onboarding and outreach, and completing special operational projects. Ambitious and dependable, Joanna is motivated by teamwork and helping clients plan their future and achieve their financial goals.

Prior to Blakeslee & Blakeslee, Joanna was a licensed representative for an insurance company, giving her a wealth of experience in opening and managing client accounts and maintaining excellent customer service. She’s a passionate team player and an essential asset to the financial representatives and operational team.

Degrees: 

Bachelor of Arts in Communication at California State University Northridge

Not sure where to start?

Let the experienced team at Blakeslee & Blakeslee help you take a holistic look at your finances, your goals, and your prospects.