Joseph Vasquez

Background

About Joseph Vasquez

Proudly part of the Kleberg Wealth Management team, Joseph’s personal mission aligns with the organization’s ethos of providing exceptional, personalized wealth management services. Together with Gina Ulisse, whose holistic planning complements his tactical expertise, and Veronica Lopez, whose diligent support ensures seamless client service, they form a team that embodies the values and mission of Kleberg Bank. In his role, Joseph focuses on two primary areas: business consulting to shepherd companies through periods of growth and transition, and family wealth management aimed at nurturing multi-generational legacies. His approach is tailored, empathetic, and driven by the ambition to secure his clients’ financial futures across generations. Joseph holds the designation of Certified Exit Planning Advisor (CEPA®), empowering him to guide clients through successful business transitions. His skill set is comprehensive, covering financial planning, investment management, retirement and estate planning, and business valuation. Joseph’s collaborative spirit often leads him to partner with other professionals like accountants, lawyers, and bankers to deliver the best outcomes for his clients. The Kleberg Wealth Management team invites individuals, families, and business owners to engage in a dialogue that will link their financial goals with enduring strategies underpinned by a century of community commitment. Contact Joseph, Gina, and Veronica to see how their collective expertise, aligned with Kleberg Bank’s historic values, can craft a financial future that’s as resilient as the legacies they help protect. Corpus Christi 5350 S. Staples St. Corpus Christi, TX 78411 Kingsville 100 E. Kleberg Ave. Kingsville, TX 78363 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are:*Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.