Joe Stassi

Joe Stassi, AIF®, is the founder of Compass Plan Wealth Strategies and a financial consultant affiliated with LPL Financial. With more than 31 years of experience guiding clients through all stages of their financial lives, Joe brings a disciplined, fiduciary approach to financial planning and investment management.

Joe designs personalized financial plans and risk-managed investment strategies aligned with each client’s goals, time horizon, and comfort with risk. His advisory philosophy is built on clear and consistent communication, responsive client service, and long-term relationships where clients feel informed, supported, and confident in their financial decisions.

He is an Accredited Investment Fiduciary® (AIF®) and holds the Series 7, 63, and 66 securities licenses through LPL Financial, along with a Life, Accident & Health Insurance license. Joe earned a Bachelor of Science in Communications from the University of Texas at Austin and an MBA in Finance from the University of Houston. His career includes advisory roles at firms, such as Smith Barney, Morgan Stanley, Ameriprise Financial, Williams Financial Group, and Sigma Financial.

At Compass Plan Wealth Strategies, Joe works closely with individuals, families, and business owners to develop, implement, and monitor customized financial plans. He remains actively involved throughout the relationship, helping ensure each plan stays aligned with changing goals, market conditions, and life transitions.

Joe looks forward to partnering with you to bring clarity, structure, and confidence to your financial life, whether you are building wealth, preparing for retirement, or managing income in retirement.