Joe Stapleton is a Co-Founder for Spinnaker Investment Group. In this role, he assists businesses and individuals with customized investment management, life insurance, group benefits and executive compensation solutions. He holds a Bachelors of Science in Business Finance and Entrepreneurship from the University of Arizona.As an organization in the wealth management business, Spinnaker Investment Group has positioned itself uniquely among its peer group. Through its expansive team of experts and strategic alliances, Spinnaker helps provide highly objective and competent financial, estate, business and investment planning by providing a wide range of financial products and services from the vast universe of Fee Based Investment Services, Mutual Funds, Insurance Companies and Private Asset Managers.

Newport Beach City Council Member District 1

Activating the next generation for community involvement and leadership in Newport Beach!The Newport Beach Foundation is a non-profit philanthropic organization strengthening the current and future community leadership through education, research and advocacy thereby enhancing the quality of life for all residents and visitors. If you are a young professional looking to connect and make a difference in our community, we welcome you to join us!Sign up on our newsletter at www.nb-foundation.org/ and be connected on social at https://www.instagram.com/nbfoundation/ .

The Elite OC was created to bring young professionals together to network and give back to the local community. The idea has been from the very beginning to create a natural process when it comes to networking while creating a strong presence in the community. Giving back has been a primary focus because as tomorrows business leaders we need to set an example for others to follow. Working with individuals that have something in common and have a desired need to watch each other succeed has been the reason The Elite OC has been successful.The Elite OC has created a society for young professionals and entrepreneurs to come together to share ideas and ultimately build business relationships. Many people who have joined are tired of traditional networking and feel that they are meeting the same people and not really building meaningful relationships with people they enjoy working with. The mixers are meant to get people out of their work environments and into a positive atmosphere where they can meet others who can help build their business. The business world and our community is constantly changing, so The Elite OC is constantly striving to stay innovative and bring new ideas to the society.

I provide total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services I am licensed to sell insurance in: CA / AZ and securities in: CA / AZ. I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 4275 Executive Square, Ste 400, La Jolla, CA 92037. (858) 558-7000 CA License: 0G03156