Joseph Giangiulio
Certified Financial Planner(TM) and Tax Advisor

Today's investment climate offers an array of opportunities and risks. The key is to take advantage of the opportunities while mitigating risks that threaten your retirement.

It is imperative to identify the professional you can trust with the financial well-being of your family. A skilled advisor can design a plan to help maximize stock options, pay less in taxes, secure proper estate plans and maintain your current lifestyle through retirement.

With 30 years as a CPA and CFP®, I am in a uniquely qualified position to guide you through the multiple stages of retirement. I specialize in helping executives at publicly-held companies power into retirement with a cohesive solution that addresses investments, stock options, taxes, estate planning and lifestyle requirements. My services cover most areas of financial planning and management.


Ultimately for your financial well-being, you need to call me. Because you care about your future, your family and your legacy, decide to choose the experienced professional. Pick up the phone and call me. I, Joseph Giangiulio, CPA/PFS, CFP®, am at your service.