Joe has been a self-educated investor and trader for more than 25 years. He has been professionally managing retirement and investment portfolios for more than a decade. Joe holds a Series 65 securities license. He has also examined for and previously utilized Series 7, and Series 63 securities licenses, and Life and Health Insurance licensing. Joe is experienced in investing in equities, fixed-income instruments, alternative investments, and derivatives. Joe is well versed in employee retirement plans, employee benefit plans, and government retirement benefits. He has also assisted many clients when faced with lifestyle changes that may significantly affect their finances, and their personal retirement planning.
After working for years with an advisory firm that had to answer to a large corporate Registered Investment Advisor overseeing hundreds of representatives, Joe desired the ability to better serve his clients’ needs with a dedicated boutique advisory firm. In early 2020, Joe formed Paladino Wealth. Paladino Wealth is an independent, SEC Registered Investment Advisor located just north of Houston, Texas.
“It's extremely rewarding to help my friends and clients succeed in reaching their financial goals. I'm there to assist them throughout their careers. I'm also there to help them transition into retirement or their next adventure when it's time for a change. Financial security allows for the freedom to really enjoy life with your family and your friends. ”
Joe has been an Airline Pilot with a major US airline for the past 25 years. He has flown all over North America as a Captain on the Boeing 737. He also has more than a decade of experience flying all over the world as a First Officer on the Boeing 757, Boeing 767, and Boeing 777.
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