CEO, Chief of Operations
Joe is an accomplished veteran of the financial services industry and has paved an impressive career starting as a California sales agent over thirty years ago. Throughout his career, Mr. Sulzinger has performed at a high level and has held a number of prestigious home office positions and has extensive field sales management experience. Prior to founding Table Bay Financial Inc., he served as President of Americom where he was instrumental in bringing the company to the market.
Backed by an impressive insurance background and product expertise, Joe Sulzinger is also a leader in the Tax-Free Retirement arena and heads Table Bay’s prestigious Tax-Free Retirement Program. While retirement planning is one of the most important things you can do, many Americans fail to take any action to secure their retirement. Joe trains and coaches top Advisors around the country on little known tax planning strategies. He helps the Advisor understand and apply unique concepts. Joe’s training methods allow the Advisor to not only boost his/her annual income but gives the Advisor an ability to effectively provide an important service to clients by showing them ways to significantly reduce or even eliminate tax liability through properly structured and managed life policy strategies.