San Diego, California Office

3655 Nobel Drive
Suite 200
San Diego, CA 92122

Phone: (858) 622-9009

Fax: (858) 622-9028

Joseph Palumbo

Joseph Palumbo

Senior Vice President

San Diego, California

  • Joseph is a senior vice president and wealth advisor with previous experience working directly with professional athletes in the NFL, college football, UFC, and more.

  • Before joining EP Wealth Advisors in 2024, Joseph held roles in professional sports specializing in contract advising, banking, legal work, and financial advising.

  • Joseph earned his B.A. in Politics at Ithaca College in New York and also maintains his Juris Doctor from Thomas Jefferson School of Law.

  • When Joseph is not advising his clients, he enjoys spending time with family, traveling to new places, fitness, Brazilian ji-jitsu and being outdoors.

Professional Athlete Services

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

If you work for a company, you might be...

401(k) contribution limits have been...