PFM_Joseph-Piangozza-BethpageNY.jpg

Joe Piangozza, MBA, ChFC®, CLU®, RICP® 

Managing Director

Joseph "Joe" Piangozza advises clients on all facets of financial planning, retirement planning, investment management, and estate and legacy planning with an eye toward helping clients chart a course for lifetime wealth creation and the attainment of their personal goals.  

Joe prides himself on being a holistic advisor who helps to coordinate legal and accounting services with each client's other related professionals in order to help ensure their affairs are in good order. Joe concentrates on working with clients that are planning to retire or who have retired. Helping clients to live their one best financial life by maintaining their lifestyle throughout retirement and for the rest of their lives is his mission. 

Joe has worked with individual clients, families, businesses, trusts and their related entities for nearly 40 years. His broad experience in the fields of financial services, investment management, insurance, education, and negotiation gives him a unique set of skills to assist clients in navigating life's uncertainties. 

Before joining United Capital, Joe was a founder and CEO of a New York-based registered investment advisory firm. Joe earned a Bachelor's degree, a Masters of Business Administration degree and a Master of Science degree. Joe also maintains three professional designations from The American College of Financial Services. 

Joe is committed to maintaining quality of life for his clients and his community. He is a former Director of the Nassau County Police Reserves (where he served for a decade) and a former Director of Suffolk County Crime Stoppers (where he served for nearly 20 years). Both organizations serve the Long Island metro area. Joe is also a long-term member of the Society of Financial Service Professionals. 

Joe and his wife, Susan, reside in Melville, New York. Joe is an outdoor sports enthusiast, and, when relaxing, he and Susan enjoy spending time with their family and six grandchildren.

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

"*" indicates required fields

Name*
ZIP Code*
Hidden
Hidden
This field is for validation purposes and should be left unchanged.