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Home » Our Firm » A Husband and Wife run practice!

A Husband and Wife run practice!

Joe and his wife Patty have a family of three wonderful children, and one Grandson with a granddaughter on the way. All are home grown, born and raised here in beautiful sunny southern California.

Joe and Patty Donti, are the founders of both Priority Financial and Insurance Solutions as well as Priority Wealth Advisors, Inc., which is their Investment Advisory Firm.  They are a husband and wife team with a six-member support staff and have over three decades of combined experience in the financial services industry.

Joe Donti is a Registered Investment Advisor and specializes in planning and asset protection. Joe holds a Series 65 license as well as a life and health license with the state of CA and AZ. The emphasis with both “Priority Financial and Wealth” firms is service. The Donti’s feel this is the area where most advisors fall short with client expectations. A positive client experience is the cornerstone of their business mantra. In keeping with the spirit in which Priority Financial and Priority Wealth will always operate, Joe is a proud member of the National Ethics Association (NEA), an organization of financial professionals that promote commitment to trust, ethics and best practices. Both “Priority Financial and Wealth” organizations are A+ accredited with the BBB in the greater Los Angeles area. Joe has passed a comprehensive series of ongoing background checks and has agreed to maintain NEA standards. Members are admitted to NEA’s online national registry where consumers may view a member’s approval status and professional profile.


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To schedule a time to discuss your retirement future, contact us at info@prioritywealthadvisors.com or call us at 818-428-1238.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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Discover the 10 things you’ll need to consider in creating your retirement strategy.
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Investment advisory services are offered by Priority Wealth Advisors, Inc. a registered investment adviser. Insurance and annuity products are offered through Priority Financial and Insurance Solutions. Insurance and annuity products do not refer in any way to securities or investment advisory products and are not offered by Priority Wealth Advisors, Inc.

Priority Financial and Insurance Solutions – CA License #0H38616. www.priorityfinancialnow.com

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.