Joseph. Schirripa, Cfp®, Crps®
About Joseph. Schirripa, Cfp®, Crps®
Joseph Schirripa serves as the Managing Director of Wealth Management at UBS Financial Services Inc. He has over four decades of experience in the financial advisory field and has been recognized by Barron's and Forbes for his expertise.
Work at UBS
Joseph Schirripa has been serving as Managing Director of Wealth Management at UBS Financial Services Inc. since 2001. He has over two decades of experience in this role, focusing on providing comprehensive financial services to clients in Beverly Hills, California. His tenure at UBS has allowed him to build strong relationships with clients and deliver tailored wealth management strategies.
Education and Expertise
Joseph Schirripa holds a Master of Arts in Education from Kean University, where he studied from 1973 to 1975. He also earned a Bachelor of Arts in History from Rutgers University, completing his studies from 1969 to 1971. His educational background has equipped him with a solid foundation for his career in financial services, enhancing his ability to educate clients about financial planning.
Background
Before joining UBS, Joseph Schirripa worked at Smith Barney as Senior Vice President for 26 years, from 1975 to 2001. During this time, he developed extensive knowledge and skills in wealth management, which he has applied throughout his career. He is a senior partner at The Schirripa Group, which has been serving clients in Beverly Hills since the 1970s.
Achievements
Joseph Schirripa has been recognized for his expertise in financial advising. In 2018, he was named one of the nation's best financial advisers by Barron's Magazine. Additionally, he received the 'Best in State' designation from Forbes in 2019, highlighting his commitment to providing high-quality financial services to his clients.