portrait of Joseph Corsino
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Joseph

I focus on helping individuals and families committed to their investment objectives overcome complexity, balance upside potential with downside risk mitigation, live comfortably and create a meaningful legacy using specific wealth strategy practices.

A 15 plus year veteran of financial services, I hold the AAMS™, Accredited Asset Management Specialist™ designation*, advancing my goal of deeply serving investors, business owners, blended families and families with multi-generational planning needs.

My wife, daughter and I live in Napa, California, where we enjoy spending time with family, friends. I was blessed to be raised in small town Connecticut where I enjoyed exploring the outdoors...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews

Work History

  • Edward JonesNovember 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Danielle Saliem
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

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