Broker Check
Joe Stella, CFP®, MBA

Joe Stella, CFP®, MBA

Wealth Manager

Joe Stella has been with Presidio Capital Management since March of 2016. He started in Finance at Gould Asset Management on their Operation and Client Service team. Prior to that, he received his B.A. from San Diego State University in Public Administration and his MBA from the University of La Verne with concentrations in Finance and International Business.

When it comes to working at Presidio, there’s a lot that Joe appreciates. “I love working in an environment where people take pride in their work, are committed to the overall success of the business, and care about the well-being of clients,” he says. He also enjoys learning new aspects of financial planning and techniques to better help clients.

Outside of work, Joe enjoys music, movies, and sports, including playing soccer. He also loves trying new restaurants and spending time with family and friends.