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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com


LOS ANGELES
Joe Lumarda
Senior Vice President, Private Wealth Advisor
EXPERIENCE
  • Executive Vice President and Chief Operating Officer, California Community Foundation
  • Former Independent Director, Capital Research and Management Company’s endowment funds, since merged with other funds
  • U.S. Navy Officer, active duty and reserves
  • Board member, The California Wellness Foundation, Dan Murphy Foundation and Los Angeles County Natural History Museum
EDUCATION
  • Executive MBA, Drucker School of Management, Claremont Graduate University
  • BA, Saint John’s Seminary College

Who I work with

I work with families and nonprofit organizations that are trying to bring about positive change in their communities and the world around them. I believe greatly in my clients’ philanthropic ideals and am committed to helping them realize their goals. My focus is on developing far-sighted financial strategies that make it possible for clients to pursue their missions now and in the future.

Why I work at Capital Group Private Client Services

I am honored to be part of an organization that shares my core values. I have an uncommon background ― having attended the seminary, served in the United States Navy and worked in the nonprofit world ― and I was attracted to the heart and soul of Capital Group. I feel it’s an elite organization with a deep sense of humility, and a company that demonstrates its integrity by placing the needs of its people and clients above all else.

What informs my approach to serving clients

My life is grounded in faith and service, and that guides my approach with clients. I am proud to play a role in growing and deploying their resources in support of the causes they care about. I work with my clients to create financial plans that are centered on positive impact and lasting legacies.

“Like my clients, I have a strong faith in the human spirit and am guided by optimism that the best is yet to come. I channel this into helping clients establish clear visions of what success looks like and giving them confidence to chart paths where they don’t walk with worry.”

Joe Lumarda