Joe Lumarda Senior Vice President, Private Wealth Advisor Capital Group

Joe Lumarda is a distinguished Senior Vice President and Private Wealth Advisor at Capital Group. With an impressive career that spans various sectors, Joe has demonstrated an unwavering commitment to service, philanthropy, and strategic financial management.

Joe's professional journey includes significant roles such as the Executive Vice President and Chief Operating Officer of the California Community Foundation. In this capacity, he played a pivotal role in managing and expanding the foundation's impact across numerous communities. His expertise in financial stewardship was further recognized during his tenure as an Independent Director for Capital Research and Management Company’s endowment funds, which have since merged with other funds.

A proud U.S. Navy Officer, Joe has served both on active duty and in the reserves, exemplifying his dedication to his country. His leadership and strategic insights have been instrumental in various capacities, including his service on the boards of the LA84 Foundation, The California Wellness Foundation, the Dan Murphy Foundation, and the Los Angeles County Natural History Museum.

In his role at Capital Group, Joe collaborates with families and nonprofit organizations committed to creating positive change in their communities and beyond. He is deeply inspired by his clients' philanthropic ideals and works tirelessly to help them achieve their goals. Joe specializes in crafting forward-thinking financial strategies that empower his clients to fulfill their missions both now and in the future.

Guided by a life grounded in faith and service, Joe takes a holistic approach with his clients, focusing on developing financial plans that prioritize positive impact and enduring legacies. He takes immense pride in his ability to assist clients in growing and deploying their resources in ways that support the causes they care about deeply.

Through his work, Joe Lumarda continues to make a significant impact, helping to shape a better, more equitable world by empowering those dedicated to making a difference.