Joe Martello is a Managing Director - Financial Advisor at RBC Wealth Management, formerly Sutro & Company. He has been assisting high net worth individuals in achieving their investment goals since 1985.
Joe specializes in municipal, corporate and government bonds. He also advises his clientele on their retirement portfolios and estate planning needs. Managing over $900 million in client assets, Joe’s investment philosophy leans more toward the conservative side. He believes that money is a lot harder to keep than it is to make and that tortoise, versus the hare, ultimately wins the race.
Being a member of RBC Wealth Management’s Chairman’s Council, Joe is one of the top 100 financial advisors in the firm. He maintains an office in Monterey, CA. Joe graduated in 1981 from Miami University in Oxford, Ohio, with a Bachelor of Arts degree in Business Administration. He currently resides in Pebble Beach with his wife, Janine. Besides being a family man, Joe is an avid reader and enjoys a variety of athletic activities.