Joe Stella, CFP®, CEPA®, MBA

Joe is an experienced Wealth Manager at Presidio, specializing in comprehensive financial planning and investment strategies. As a Certified Financial Planner (CFP) he is dedicated to providing clients with tailored solutions that align with their long-term financial goals. In addition, he holds the Certified Exit Planning Advisor (CEPA) designation, equipping him with the expertise to assist business owners in maximizing the value of their businesses and navigating the complexities of exit strategies.

He graduated with a bachelor’s degree from San Diego State University in 2006 and went on to earn his MBA in Finance and International Business from the University of La Verne in 2012.  Joe began his journey in finance through investment operations right after completing his MBA.

From a young age, Joe has been captivated by the stock market, often finding himself exploring market trends and asking questions. His passion grew significantly during the market crash of 2007, which was a transformative experience for him. Witnessing the challenges faced by individuals and families during that time fueled his determination to become the best Wealth Manager he could be, dedicated to guiding clients through both good times and bad.

In his free time, Joe is a sports enthusiast and avid reader, always eager to learn new strategies for helping people manage their finances effectively.  He has a deep appreciation for art and enjoys anything involving delicious food.  Above all, Joe treasures spending time with family and friends, creating joyful and memorable experiences that last a lifetime.