Strengths: Strategic, Discipline, Learner, Activator, and Maximizer

Joseph Schirripa  leads the Schirripa Group at UBS.  He was licensed in 1975.   Prior to joining UBS in 2001, Joe served as a Senior Portfolio Manager at Salomon Smith Barney.  Joe holds the Certified Financial Planner ™ designation for over 4 decades.  Joe specializes in creating financial plans and executing tailored portfolios for his clients. 

Joe is a member of the Pepperdine University Board.  He is a member of the Board of Options United.  He serves on the church Committee for the Poor and the Life Committee.  He is a trustee of the Knights of Columbus Council 14660.

He was named "Best in State" by Forbes Magazine foe 2019.  He was named one of Barrons Magazine Top Advisors in 2018.  He was named Financial Times 400 Top Advisors 2016.

In his spare time, Joe enjoys martial arts, dancing, traveling, and mining for gems.

Joe and his wife Ellen reside in the Brentwood section of Los Angeles.

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Retirement Plans Specialist
• Recognized as one of the Top 1200 Advisers by Barron's magazine

• M.A., Kean College
• B.A., Rutgers University

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI