Serving Dallas and Richardson, Texas.
Joseph Giangiulio, CPA/PFS, CFP®
Joseph Giangiulio earned his Certified Public Accountant designation in 1982. Recognizing the need for an all-inclusive strategy to help his clients, he joined Financial Network Investment Corporation in 1983. Joe gained his Certified Financial Planner™ designation in 1987 and in 2004 became a member of NettWorth Financial Group and FSC Securities.
Joe's mission has been to use a comprehensive planning approach when working with clients, helping them understand their financial needs and guiding them to attain their financial goals. Some of the major focuses are tax reduction, retirement planning, asset management and estate planning.
Joe specializes in advising pre-retirees and retirees in creating, growing and preserving assets in the most tax-efficient manner to meet their retirement needs in conjunction with his extensive knowledge of employee benefits.
Joe and his wife Margaret live in Dallas, Texas. He enjoys golf, tennis and finding "get up and go" songs to bolster his exercise, and water sports.
* Is not registered with FSC Securities Corporation