Joseph
A Capozzi, Jr. has twenty years of experience in the retirement plan
consulting industry. He
joined Clearpoint Financial from Gallagher Benefit Services, where he
served as Area Vice President and was responsible for the growth of their
retirement plan consulting practice.
Joe also gained experience at Bank of America, Union Bank of California, ABD and
Cigna. He received his Bachelor of
Arts Degree with honors in European History from the University of San Diego and
holds the Series 7, 63 and Insurance licenses. Joe is accredited with the ABA as a Certified
Retirement Services Professional (CRSP), is an Accredited
Investment Fiduciary Advisor (AIF) and is involved in
charitable endeavors as a member of his local Rotary Club. Joe resides with his wife and three children in
Orinda, CA.
