Joe is a focused and goal driven individual with over 25 years of experience as a self-educated investor and trader. For more than 15 years, Joe has professionally managed retirement and investment portfolios. He is obsessed with success.
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 a 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 had the potential to significantly impact their financial and retirement outcome.
"Unexpected financial needs can greatly impact your retirement plans. When unexpected needs arise, you need someone interested in your best outcome. Someone that will help war-game a solution for the immediate needs, with the least amount of impact to your long-term goals."
Motivated by his commitment to providing exceptional service tailored to his clients' needs, Joe founded Paladino Wealth in 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, quotas, or sales pressure.
Joe's love of finance and trading melds well with his passion for aviation. Joe is a Boeing 777 Captain with a major airline based in Houston, Texas.
Our team of dedicated professionals at Paladino Wealth strive to deliver exceptional results for our select group of clients.
"Having someone on your team that is only interested in your best outcome is absolutely invaluable."
Joe Paladino