Giuseppe began his career as a Financial Advisor with Banc of America Investments, Inc. in San Jose, California. It was there he began to develop his fundamental investment knowledge and brought that expertise to Tri Counties Advisors. He has dedicated his career to discovering and delivering the personalized investment planning services his clients deserve.
Giuseppe is a graduate of the University of San Francisco and received his Certified Portfolio Manager (CPM®) designation from Columbia University. He is also a Chartered Retirement Planning CounselorSM (CRPC®), a designation he received from the College for Financial Planning.
In his spare time, Giuseppe enjoys practicing Brazilian Jiu Jitsu, exercising, traveling, and spending time with his wife and two daughters.
Tri Counties Advisors: 3700 Douglas Blvd., Roseville CA 95661