June 22, 2017

Joseph Gissy

Chief Operating Officer

Joseph Gissy, a native of St. Louis, Missouri, joined Capital Management Services, Inc. in 2014 as an Investment Advisor Representative. Later that same year, Joseph opened the first West Coast branch office for CMS and began building a practice specializing in retirement planning for high net-worth individuals.

In early 2018, Joseph became Chief Operating Officer of CMS. With this expanded role, Joe’s primary focus has pivoted to helping other financial advisors grow their own practices by partnering with CMS’s third-party management solutions.  Joe is leading that charge with a deeply-experienced wholesale team of regional managers, all of whom are eager to add immense value, time and personal freedom to the work-lives of their advisor clients.

Joseph holds a Bachelor’s Degree from Southeast Missouri State University in Business Management and Marketing.  He is passionate about helping investors and entrepreneurial advisors achieve ever-greater success and growth.

Westlake Village Office

Joseph Gissy’s credentials can be found through the following resources:


ABC Financial Education
National Social Security Advisor
National Ethics Association
Bright Scope (Advisor Check)
FINRA (Broker Check)