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
Joe Stapleton
President
Spinnaker Investment Group
United States, California, Orange County
About Me
Profile Information
President
Spinnaker Investment Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Orange County
California
United States
May 12, 2025
Keylinks
More profiles to browse
Morgan Christen
CEO/CIO
JA
Jacqueline Adler
Director of Wealth Planning, Consultant
AK
Andrew Krongold
Partner
Anthony Puma
Financial Advisor
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc