Joseph Piangozza, MBA, ChFC®, RICP®, CLU®MANAGING DIRECTOR
Before joining United Capital, Joseph Piangozza was the CEO and Managing Member of Total Financial Advisors, LLC, a Bethpage, New York-based investment advisory firm.
Joe is designated as a Retirement Income Certified Professional (RICP®), a Chartered Financial Consultant (ChFC®), and a Certified Life Underwriter (CLU®), and is a member of the Society of Financial Service Professionals. He is also licensed as a Life, Health, and Annuity Agent. He has a bachelor’s degree, and a master’s degree in Business Administration (MBA).
Joe offers advice to clients based on their unique needs and circumstances. He has worked with clients—individuals, businesses, trusts, and other organizations—for over 30 years.
Joe is a leader in his field. He has been a Million Dollar Round Table (MDRT)* Qualifying and Life Member for over 25 years and has been awarded their highest qualifications, Court of the Table and Top of the Table. He resides in Melville, New York.
*MDRT Membership is based on production and it does not qualify a financial professional to provide investment recommendations or advice. Inclusion of a wealth manager in any award program is not indicative of future investment success. Million Dollar Road Table and United Capital are separate and unrelated companies.