Joe Piazza's professional goal is to improve the trajectory of his clients' lives through comprehensive financial planning, academically sound investing, and behavioral accountability. Honesty, operational transparency, and integrity are cornerstones to building trust with his clients. Educating his clients on timeless financial principles while simultaneously developing personal relationships brings great joy and purpose to his career.
Joe is a native Houstonian. He attended Strake Jesuit College Preparatory class of 2010. He graduated from Texas A&M May’s Business School in 2014 with a Bachelor’s in Management, a Minor in Economics, and a Certificate in International Business.
Joe started in the industry in 2014 at Wealth Design Group. He began the challenging process of building his clientele from nothing. After 4 years of hands-on training & development, Joe struck out on his own to co-found Presidio Financial in 2019. He also earned his Certified Financial Planner™ designation to further his expertise in the field of comprehensive financial planning and committed to professional and ethical best practices.
Joe enjoys fishing, hunting, and traveling. He is a die-hard Houston sports fan (GO STROS), a live music enthusiast, and amateur musician. He and his loving wife Gianna live in north west Houston with their two dogs. They will be welcoming a baby boy in 2025! They are parishioners at St. Michael the Archangel Catholic Church.