“Be excellent in everything that you do.”
In 1991, Joe founded the Marangola Financial Group to help people identify their real values and goals and build custom solutions to reach their objectives in life. He was inspired to build a business that served as a beacon of opportunity and guidance in the financial world. To this day, his vision for a truly dedicated and family-owned financial planning firm continues to thrive. Throughout his life, Joe has been committed to helping people. While most advisors only offer investment advice, Joe offers life advice. His journey and life experiences have given him a valuable perspective for those times when one must draw upon wisdom to aid in making good decisions. Prior to founding the Marangola Financial Group in 1991, Joe had a distinguished twenty-one-year career as a military officer in the US Army and a twelve-year career in the aerospace industry.
In 2006, he entrusted the helm to his son, Mike. Joe maintains his role in the business and continues to provide mentorship, wisdom, and perspective to support Mike and the rest of the team. When Joe is not at the office, you can often find him at the golf course, on the water, or spending time with his family.
Education:
Bachelor of Science, Mathematics, St. Bonaventure University, 1962
Masters of Science in Electrical Engineering, University of Texas, El Paso, 1971
CFP Professional Education Program, College of Financial Planning, 1993
Licenses:
FINRA General Securities Representative Series 7
FINRA General Securities Principal Series 24
FINRA Uniform Securities Agent Law Exam Series 63
FINRA Uniform Investment Advisors Law Exam Series 65
California Life Insurance Agent
CTEC Registered Tax Preparer
Professional Designations:
Certified Financial Planner™ Practitioner (CFP®), 1993