Aequitas Wealth Management
5465 South Centinela Avenue
Los Angeles, CA 90066
d. (310) 956-3808
Beach Cities I Host & Co-Chair
Joe is a principal of Aequitas Wealth Management. A graduate of Bryant University in Rhode Island, Joe earned his MBA from the University of Southern California's Marshall School of Business. He holds the CFP® (Certified Financial Planner) and CFE (Certified Fraud Examiner) designations.
Joe has 26 years of experience in wealth management. Prior to founding Aequitas Wealth Management in 2005, he was a Vice President at Citigroup Private Bank in Geneva, Switzerland. Previously, at Fidelity Investments, Joe advised high net worth clients with their investment portfolios and managed nearly $400 million in portfolio assets.
He is an active member of Highrise Networks and METal International (Media, Entertainment and Technology and Leaders). Joe enjoys reading, traveling, yoga, gym activities and cycling including participating in local events such as the Mulholland Challenge and Tour de Big Bear Hors Catégorie.