Joe Da Silva has been a financial advisor for over 38 years. He began his career at E.F. Hutton in the downtown Long Beach office in January 1981. He warmly remembers that day because the first person he met was Warren Schulten. Joining TSG Wealth Management in the 4th quarter of his career has brought him great joy as he reunited with old colleagues.
Joe approached his career as a financial advisor with the values taught to him by his parents when working in the family grocery store. His father was an immigrant and believed that the financial markets offered all Americans the opportunity to participate in the wealth of this great country. His father introduced him to the idea of becoming a financial advisor with the intention of helping hardworking people build an investment portfolio that would lead to a secure retirement.
Joe believes in integrity, being patient with clients during all meetings and phone calls, while encouraging questions. He also believes that clients should take their time and never feel rushed when making investment decisions. Joe feels that those values are his legacy, which has allowed him to build a strong relationship with his clients as a caring financial advisor.
Joe has lived in Yorba Linda for the past 20 years and enjoys staying active in his everyday life. He is passionate about Tennis and hopes to one day defeat TSG Wealth Management Founder, Warren Schulten on the courts.
When asked to provide three words that described him, Joe responded with “Kind, Content and Funny.” Joe is truly a special asset to the team at TSG Wealth Management and we’re proud to have him.
CA Insurance License #0A69573. Resident state: CA