Joe is a focused and goal driven individual with over 25 years of experience as a self-educated investor and trader. His dedication to mastering the intricacies of the financial world is truly a passion. For more than 12 years, Joe has professionally managed retirement and investment portfolios.
His diverse financial skill set includes a deep understanding of equities, fixed-income instruments, alternative investments, and derivatives. Joe holds a Series 65 securities license and has previously obtained and utilized Series 7, and Series 63 securities licenses.
Joe's expertise extends beyond investment management. He possesses a comprehensive understanding of employee retirement plans, employee benefit plans, and government retirement benefits.
"Having a deep understanding of your employer's benefits, and retirement plans is an often overlooked critical element in developing and implementing the most efficient strategy for client success"
Many of Joe's clients have also greatly benefited from his guidance during life-altering situations that have the potential to significantly impact their financial and retirement plans.
"Health issues, family issues, and unexpected financial needs can greatly impact your retirement plans."
Motivated by his commitment to providing exceptional service tailored to his clients' needs, Joe took action and established Paladino Wealth in early 2020. Paladino Wealth is an independent, SEC Registered Investment Advisor located in the northern suburbs of Houston, Texas. Being independent allows Joe, and his team to prioritize client's needs and ensure their financial well-being without any external interference.
Joe's multifaceted background doesn't end with finance. For the past 27 years, he has also been an Airline Pilot, just like the majority of his long time clients. He currently serves as a Boeing 777 Captain based in Houston, Texas. This firsthand experience of the challenges and demands faced by his core clients provides Joe with a unique perspective that allows him to better understand their needs and develop effective strategies to best serve their needs.
Joe has built a team of dedicated professionals at Paladino Wealth to serve a small, select group of clients that share his vision and drive.
"Having someone on your team that is only interested in your best outcome is absolutely invaluable."
Joe Paladino