Who is Joe?

Joseph GIangiulio, Certified Financial Planner and Tax AdvisorSince 1982, Joe has been providing financial services with a specialty in advising retirees and those within 2 years of retirement. He has helped clients work towards their goals in creating, growing and preserving assets in the most tax-efficient method possible. His clients include retirees from American Airlines, Texas Instruments, SBC, AT&T, Verizon, Frontier, 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 financial well-being, Joe achieved the Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS) designations. 

He 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 help you thrive and not just survive retirement.

Joe, his wife, Margie, and their daughter, Katie, live in Dallas, Texas. He enjoys tennis on Mondays, golf on Wednesdays, bass fishing at Cedar Creek Lake on the weekends and working every moment in between.

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