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
AK
Andrew Krongold
Partner
JA
Jacqueline Adler
Director of Wealth Planning, Consultant
Morgan Christen
CEO/CIO
Anthony Puma
Financial Advisor
You Might Like
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST