ONESOURCE WEALTH MANAGEMENT - Key Persons
Job Titles:
- Chief Financial Officer
- President
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 OneSource Wealth Management. He has dedicated his career to discovering and delivering the personalized investment planning services his clients deserve.
Giuseppe received an undergraduate degree from the University of San Francisco, and a master's degree in Finance and Economics from West Texas A&M University. Giuseppe went on to receive 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.