About Joe Giangiulio

Joseph Giangiulio, CPA/PFS, CFP®

Since 1982, Joseph Giangiulio has been providing financial services with a specialty in advising retirees and those about to retire. He has helped clients work towards their goals in creating, growing and preserving assets in the most tax efficient method to help meet their retirement needs. His clients include retirees from American Airlines, Texas Instruments, SBC, members of the Communications Workers of America and other organizations.

Joe is a graduate of Shippensburg University in Pennsylvania where he majored in accounting. He initially concentrated in personal taxation and went on to earn his designation as a Certified Public Accountant (CPA). After seeing his clients’ needs for a comprehensive approach to their personal finances, Joe attained the Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS) designations. 

Joseph Giangiulio has contributed to Money, USA Today, U.S. News & WorldReport and the local Dallas press. In addition, Joe has conducted numerous retirement and tax reduction seminars in the Dallas metropolitan area. With his technical knowledge, experience and his affiliation with NettWorth Financial Group he can meet many financial needs.

Joe, his wife Margie and their daughter Katie live in Dallas, Texas. He enjoys golf, bass fishing and tennis.

To learn more about the professional history of Joseph Giangiulio, please visit FINRA's BrokerCheck.