About Joseph Castagnola
Joseph received his M.B.A. in finance from San Diego State University and his B.A. from the University of California at Davis and holds both the Certified Investment Management Analyst® (CIMA®) designation and the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Joseph is a trustee on the UC Davis Foundation Board and serves on the Finance and Investment Committee. He is also a member of the UC Davis Athletics Board. Joseph is a Centurion Member of the Century Club, a 501c3 charitable organization organized to administer and promote San Diego’s annual PGA TOUR golf tournament. The annual net earnings of the corporation are used solely for charitable purposes, with a focus on San Diego at-risk youth.
Securities Agent: KY, DC, NH, FL, PA, MD, SD, KS, NE, WA, WI, GA, UT, HI, NM, NY, MA, LA, NV, WY, MT, MO, MI, NC, NJ, ID, VA, OH, MN, TX, TN, OK, OR, AZ, AL, IL, CA, CO, CT, DE, SC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 637400