Experience

That inspires confidence

Joseph Caselle

Senior Vice President–Wealth Management

Financial Advisor

Joe has more than 25 years of experience as a Financial Advisor, managing his client's futures through 10 U.S. market corrections and two major recessions. He feels it is vital to keep up to date on current trends in financial planning and as a result, is continuously updating his knowledge and skills. This has led to his achievement of the Certified Financial Planner as well as the Certified Private Wealth Advisor designations.

Joe oversees client's investment allocations and manages client assets, along with providing customized estate planning strategies for high net worth families. Joe graduated from St. Mary's College of Moraga where he received his BA in Business with a focus on economics, finance and accounting. He is a Bay Area native and currently lives in Orinda with his wife Elena and their 2 boys, Tony and Matt.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • LA
  • NV
  • OH
  • OR
  • SC
  • TX
  • VA
  • WA

Education

  • St. Mary's College of Moraga , BA in Business with a focus on economics, finance and accounting

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Legacy planning
Investing
Alternative investments
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

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