Joe Stella, CFP®, CEPA®, MBA
Certified Financial Planner
Joe is an experienced Wealth Manager and has been with Presidio since 2016. Joe graduated with his bachelor’s degree from San Diego State in 2006 and earned his MBA in Finance and International Business from the University of La Verna in 2012. Directly after pursuing his MBA, he began his career in Finance through investment operations.
Joe has been interested in the stock market for as long as he can remember. As a young boy, he found himself questioning markets and researching trends. He ultimately became obsessed with the market when it crashed in 2007 and decided to pursue finance as a career. He was forever changed after seeing how people were so negatively affected by the market crash that he was determined to become the best Wealth Manager he could be.
In his free time, Joe enjoys reading autobiographies and self-help books. He is always learning new ways to effectively help people manage their finances. He has a deep appreciation for art, food, and football. Joe also enjoys watching the occasional baseball game. He loves spending time with his friends while creating memorable experiences.