Joe DeBello is an institutional retirement plan financial advisor based in Tampa, FL.
Joe joined CAPTRUST in 2024 and serves as a vice president and financial advisor. He helps clients find out-of-the-box solutions to complex retirement plan challenges, using his experienced in both for-profit and not-for-profit (qualified & non-qualified) retirement plans.
He’s also experienced in administration, compliance, and advanced plan design concepts.
Before joining CAPTRUST, Joe led the Florida-based retirement plan consulting team at OneDigital, where he eventually took on the managing principal role over the Tampa and Sarasota markets.
Joe earned a Bachelor of Arts degree from Colgate University and holds multiple designations, including
- Chartered Retirement Plans Specialist℠(CRPS®)
- Qualified 401(k) Administrator (QKA)
- Qualified Pension Administrator (QPA)
- Certified Pension Consultant (CPC).
Outside of work, Joe enjoys spending time cooking and traveling with his family and their two dogs Harry and Lola. As a former collegiate and professional hockey player and a huge Chicago sports fan, he loves to catch a football, hockey, or baseball game whenever possible.
Education
- Bachelor of Arts, Colgate University
Industry Designations
- Chartered Retirement Plans Specialistâ„
- Qualified 401(k) Administrator
- Qualified Pension Administrator
- Certified Pension Consultant
- Tax-Exempt And Governemental Plan Consultant
Industry Involvement
- Member, Retirement Advisor Council (RAC)
Memberships
- Member, American Society of Pension Professionals and Actuaries (ASPPA)
- Member, National Association of Plan Advisors (NAPA)
Awards & Recognition
- National Association of Plan Advisors (NAPA) Aces: Top 100 Retirement Plan Advisors Under 40, 2018-2024
- NAPA Top DC Advisor Teams | 2024 (CAPTRUST Tampa)
- PLANADVISER Retirement Plan Adviser of the Year | Finalist – Plan Sponsor Service | 2024
- PLANADVISER Top 100 Retirement Plan Advisers 2022-2024
- PLANSPONSOR Large Team Retirement Plan Adviser of the Year | 2019 (Chepenik Financial)
- Employee Benefit Adviser | Rising Star in Advising | 2019