CoverProfile

Joe Ottaviano

President/CEO

Asset Planning Corporation

United States, Tennessee, Knoxville

About Me

In his role as President/CEO, Joe manages the operational, financial planning, and investment sides of APC. His decades of experience in the various facets of finance and operational roles at Texas Instruments, Compaq Computer (now Hewlett Packard), and a small family-owned business serve him well in his multiple roles at APC. Joe’s energy and wide-ranging expertise bring a valuable dimension to the APC client service team. For instance, Joe has over 40 years of investment experience, having purchased his first stock when he was 21 years old. And, he is especially passionate about financial planning — helping and encouraging individuals and families to achieve their financial life goals.

View more

Profile Information

President/CEO

Asset Planning Corporation

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Knoxville

Tennessee

United States

Jun 9, 2025

More profiles to browse

SH
Suzanne Hornick
Lead Financial Planner, Chief Compliance Officer
Profile Photo
Paul Fain
Chairman Emeritus

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners