Joe DeBello, CRPS®, QKA, QPA, CPC, TGPC

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

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 Specialistâ„  (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

Resources

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