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Joe Stapleton

President

Spinnaker Investment Group

United States, California, Orange County

About Me

As President and Co-Founder of Spinnaker Investment Group, Joseph Stapleton oversees the firm’s client relationships while advising businesses and individuals on customized wealth and investment management, life insurance, group benefits and executive compensation solutions. His top priority is assisting clients to achieve what is most important to them by bringing their goals and desires in line with their financial resources. He currently serves on the City of Newport Beach’s Finance Committee, is a past city Harbor Commissioner, and is active on the board of directors of more than a dozen community and civic organizations including The Pacific Arts Foundation, Leadership Tomorrow, The

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Profile Information

President

Spinnaker Investment Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Orange County

California

United States

May 12, 2025

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