Personal service. Professional perspective.
Joseph Di Giulio works with individuals, families, and small business owners to make retirement, investment, insurance, and long-term planning decisions easier to understand.
Help clients understand the decisions in front of them.
Joseph’s approach is straightforward: listen carefully, explain the options clearly, and connect each strategy to the client’s actual goals.
With nearly a decade in financial services, Joseph has worked with clients on retirement income, long-term accumulation, investment planning, life insurance, long-term-care protection, and planning for closely held businesses and families.
Joseph is a licensed Life & Health Insurance Agent and an Investment Adviser Representative. He helps clients evaluate both protection and investment strategies while coordinating with their attorneys, CPAs, and other professionals when tax or legal expertise is needed.
Before entering financial services, Joseph played Division I tennis at UCLA. That experience taught him the value of preparation, patience, and consistency. Those qualities continue to shape the way he prepares for client conversations and remains involved as plans change over time.
Joseph and his wife, Gianna, were married in March 2026. They are excited about the future they are building together and look forward to growing their future family.
Newport Beach is home, and Big Bear Lake is their second home. Joseph works with clients throughout Southern California and virtually across the country where properly licensed and registered.