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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Palumbo is an Investment Advisor Representative at EP Wealth Advisors, with an active registration in California. Joseph has over 10 years of experience in the financial services industry. Prior to joining EP Wealth Advisors, Joseph was a Financial Advisor at RBC CAPITAL MARKETS, LLC and Wells Fargo Advisors, LLC. Joseph holds the Series 66, Series 7, and SIE licenses. Joseph's areas of expertise include Retirement Planning, Financial Planning, and Portfolio Management for both individuals and businesses. Joseph has a passion for helping clients achieve their financial goals and believes that everyone deserves access to sound financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/08/2024 - Present
EP Wealth Advisors (San Diego CA)
CA
11/01/2016 - 04/03/2024
RBC CAPITAL MARKETS, LLC (LA JOLLA CA)
CA
12/16/2013 - 11/02/2016
WELLS FARGO ADVISORS, LLC (CARLSBAD CA)
BOTH
Issued 01/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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