About
Joe DeBello, a seasoned professional in the financial industry, currently serves as a Vice President of Retirement for OneDigital Retirement & Wealth. With over a decade of experience, Joe has established a reputation for expertise in Qualified Retirement Plans.
Joe's work has been recognized by leading publications such as the Wall Street Journal, Forbes, and Pensions & Investments. Joe has been quoted as a trusted source in these outlets, providing insights and commentary on the state of the retirement industry.
Throughout Joe's career, he has been committed to helping clients operate their Retirement Plans with maximum efficiency while delivering superior Retirement outcomes. Joe's deep understanding of the Corporate Retirement Plans, combined with a dedication to personalized service, has made Joe a sought-after advisor for those responsible for a Corporate Sponsored Retirement Plan. For his efforts, Joe has been named a Top Advisor Under the Age of 40 by NAPA and Top 100 Plan Adviser by PLANADVISER.
Joe holds his Certified Pension Consultant Designation from the American Society of Pension Professionals & Actuaries along with his Chartered Retirement Plans Specialist designation from the College for Financial Planning. Joe is an active member of the National Association of Plan Advisors (NAPA), the American Society of Pension Professionals & Actuaries (ASPPA), & the Retirement Advisor Counsel.
Joe resides in St. Petersburg, Florida with his wife Elsa & his two dogs Harry & Lola.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
