Joe Dermenjian

As the founder and Chief Executive Officer of Universal Capital Wealth Management, I have dedicated my career to helping real people grow, preserve, and transfer their wealth. With a deep understanding of my clients' investment goals and unique needs, I provide comprehensive financial planning and portfolio management services tailored to their specific circumstances.

My experience extends beyond working with individuals. I also have expertise in managing endowment funds for non-profit organizations, and conducting educational seminars for Continuing Professional Education (CPE) for CPAs and accountants, sharing my knowledge and insights to empower professionals in their financial practice

My journey in the financial industry began in 1990 when I started my career as a financial consultant at Shearson Lehman Brothers. During my time there, I provided comprehensive financial advice to business owners and high-net-worth families. I am a Registered Investment Advisor Representative and hold FINRA Series 7, 24, and 65 licensing with LPL Financial.

I have also had the privilege of being featured on prominent business channels, including CNBC, CNN, and FOX News. Additionally, I hosted a financial television program where I provided live financial education and market insights to viewers.