Joanna Capobianco

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Joanna Capobianco is a financial consultant based in New York, New York, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Joanna ensures a thorough understanding of each client's situation, time horizon, and risk tolerance. Her practice primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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