Joe Stapleton

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Joe Stapleton | Co-Founder of The Elite OC
[email protected]

Joe Stapleton is a Co-Founder for Spinnaker Investment Group. In this role, he assists businesses and individuals with customized investment management, life insurance, group benefits and executive compensation solutions. He holds a Bachelor of Science in Business Finance and Entrepreneurship from the University of Arizona.

As an organization in the wealth management business, Spinnaker Investment Group has positioned itself uniquely among its peer group. Through its expansive team of experts and strategic alliances, Spinnaker helps provide highly objective and competent financial, estate, business and investment planning by providing a wide range of financial products and services from the vast universe of Fee Based Investment Services, Mutual Funds, Insurance Companies and Private Asset Managers.

“The Elite OC has provided me with a platform to give back to my local community while building meaningful business relationships.” - Joseph

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I am a granduate from the Eller College of Management and currently living it up in Newport Beach. I am finally on the beach and living the dream.