Giuseppe Visconti

Managing Director

Areas of Expertise

Goal Alignment

Asset Allocation

Equity Compensation

Retirement Planning

Estate Planning

Qualifications & Experience

MS in Finance and Economics, West Texas A&M University
BS in Business Economics, University of San Francisco
Chartered Retirement Planning Counselor®
Certified Portfolio Manager

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Roseville, CA

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Words to Live By

It is never too late to be what you might have been.

George Eliot

Client Experience Professionals

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Team Members

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About

Giuseppe has dedicated his career to helping clients navigate the evolving investment landscape with clarity – developing tailored investment plans that reflect both their financial goals and long-term vision. He began as a Financial Advisor at Banc of America Investments in San Jose, where he built a strong foundation in portfolio construction and advisory services. He brought that expertise to OneSource Wealth Management, where he deepened his focus on personalized investment planning for individuals and families seeking strategic guidance.

Giuseppe received his B.A. from the University of San Francisco and a Master’s degree in Finance and Economics from West Texas A&M University. He also holds Certified Portfolio Manager (CPM^®) and Chartered Retirement Planning Counselor℠ (CRPC®) designations.

Based in California with his wife and their two daughters, Giuseppe enjoys traveling, spending time with family and friends, and is particularly passionate about Brazilian Jiu Jitsu.