Joe aims to help individuals, families, and small businesses with their finances through tailored financial planning. He regularly coordinates with estate planning/eldercare attorneys, accountants, insurance agents, and loan officers to keep the client’s team of professionals informed and incorporate their specialized advice in legal, tax, insurance, and financing to achieve a well-informed recommendation.
Joe Pangilinan began his career as a high school chemistry teacher, then as a graduate assistant before he joined a global pharmaceutical company where he worked for over 15 years. Joe’s passion to help others spurred a career change in 2006. He joined Waddell & Reed in their Pittsburgh office where he enjoyed 12 years assisting his clients before making the move to Grandview Wealth Management. He is currently licensed to do business in WV, PA, VA, MD, OH, FL, CA. And is insurance licensed in WV, OH, PA, and MD.
Active in his community of Wheeling, Joe has held various roles such as Grand Knight, Knights of Columbus council 12830; President, Wheeling Serra Club; President, Filipino American Association of the Tri State. He has also served on various non-profit boards over the years.
Outside of work, you can find Joe and his wife travelling, spending time with other family members, and enjoying the outdoors.