Rudolph “Joe” Cervetto is an office coordinator based in the San Rafael office.
Joe knows how to make a first impression. As the first point of contact at Wealthspire’s San Rafael office, he is adept at understanding clients’ needs and quickly ensuring they are met with professionalism and care.
Previously, he worked as a PR strategist and office administrator for Christopher Salon & Home. He enjoys working with fine companies that focus on client service and that go above and beyond in their service.
Joe is a San Rafael native who grew up in Terra Linda. He is deeply committed to raising awareness and serving the unhoused, both locally and nationally. He is also an outspoken champion for the LGBTQ+ community. In his spare time, Joe enjoys cooking new recipes and sharing his love of cars and fine art.
- Lead Receptionist at Private Ocean Wealth Management
- PR Strategist/Office Administrator at Christopher Salon & Home
Education & Credentials
- BA, Iona College, Mass Communications and Media Studies
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.