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 is a member of Ed Slott's Elite IRA Advisor Group*, which is a private IRA study group of professional financial advisors.
As an advisor held under the fiduciary standard, Joe offers advice to clients based on their unique needs and circumstances. He has helped clients—individuals, businesses, trusts, and other organizations—for over 30 years.
Joe is a leader in his field and has been nationally recognized by a variety of financial services organizations, broker/dealers, and insurance companies. 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. Joe is also a Director of Suffolk County Crimestoppers. He resides in Melville, New York.
*Ed Slott's Advisory Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. 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. Ed Slott's Advisory Group, MDRT, and United Capital, are all separate and unrelated companies.