“Towerpoint Wealth is led by Joseph Eschleman, who serves as the President of the firm. He completed a Bachelor of Science from Lehigh's College of Business and Economics in 1998. He earned the prestigious CIMA® or Certified Investment Management Analyst designation in 2003. He holds a Certified Investment Management Analyst (CIMA®), Uniform Investment Advisor – Series 65, California Department of Insurance, and Certificate in Blockchain and Digital Assets. Over 24 years in his career, he has supported a special group of successful individuals, business owners, entrepreneurs, corporate professionals, and retirees. His guidance has helped them grow and safeguard their wealth. He and his team have developed a specialization in assisting current and former technology employees to properly manage the risk and tax consequences of receiving and managing their RSUs and concentrated stock positions. They are dedicated to safeguarding and growing your net worth while constructing a financial portfolio aligning with your values.”
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