{"id":4788,"date":"2023-11-17T04:53:51","date_gmt":"2023-11-17T04:53:51","guid":{"rendered":"https:\/\/www.calfund.org\/2023-annualreport\/?page_id=4788"},"modified":"2024-04-23T22:07:37","modified_gmt":"2024-04-23T22:07:37","slug":"advisor-spotlight","status":"publish","type":"page","link":"https:\/\/www.calfund.org\/2023-annualreport\/advisor-spotlight\/","title":{"rendered":"Advisor Spotlight"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"4788\" class=\"elementor elementor-4788\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5ea01b84 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5ea01b84\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-thegem\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7676ca9c\" data-id=\"7676ca9c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2cea025d elementor-widget elementor-widget-text-editor\" data-id=\"2cea025d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h1 style=\"text-align: left;\">Advisor Spotlight<\/h1>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eb1b2e7 elementor-widget elementor-widget-image\" data-id=\"eb1b2e7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" data-src=\"https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2021\/11\/yellow-line-separator.png\" width=\"60\" height=\"6\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" class=\"attachment-full size-full wp-image-2211 lazyload\" alt=\"\" \/><noscript><img decoding=\"async\" width=\"60\" height=\"6\" src=\"https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2021\/11\/yellow-line-separator.png\" class=\"attachment-full size-full wp-image-2211\" alt=\"\"><\/noscript>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1ff9ea7 elementor-widget elementor-widget-text-editor\" data-id=\"1ff9ea7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2>Joe Lumarda, a life of service<\/h2>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc24f38 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"cc24f38\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div style=\"text-align: left; max-width: 980px; margin: auto;\"><p>Having attended the seminary, served in the United States Navy and worked in the nonprofit sector, Joe Lumarda\u2019s journey to becoming an investment advisor to wealthy families and nonprofit institutions was anything but typical.<\/p><p>Raised by parents who emigrated to the United States from the Philippines and worked as a gardener and a housekeeper for the Sisters of St. Joseph of Orange for several decades, Joe developed a work ethic that is grounded in faith and service. His mother\u2019s frugal yet impactful approach to financial matters left an indelible mark, shaping Joe into a conscientious financial advisor with a keen understanding of the challenges individuals face in their philanthropic endeavors.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-78e933d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"78e933d\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-thegem\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-fa0487f\" data-id=\"fa0487f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7744138 elementor-widget elementor-widget-image\" data-id=\"7744138\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" data-src=\"https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/california-community-fund-advisor-services-smiling-advisor-joe-lumarda-02.jpg\" data-srcset=\"https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/california-community-fund-advisor-services-smiling-advisor-joe-lumarda-02.jpg 1000w, https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/california-community-fund-advisor-services-smiling-advisor-joe-lumarda-02-246x300.jpg 246w, https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/california-community-fund-advisor-services-smiling-advisor-joe-lumarda-02-840x1024.jpg 840w, https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/california-community-fund-advisor-services-smiling-advisor-joe-lumarda-02-768x936.jpg 768w\" width=\"1000\" height=\"1219\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" class=\"attachment-full size-full wp-image-4797 lazyload\" alt=\"\"  sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"1219\" src=\"https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/california-community-fund-advisor-services-smiling-advisor-joe-lumarda-02.jpg\" class=\"attachment-full size-full wp-image-4797\" alt=\"\" srcset=\"https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/california-community-fund-advisor-services-smiling-advisor-joe-lumarda-02.jpg 1000w, https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/california-community-fund-advisor-services-smiling-advisor-joe-lumarda-02-246x300.jpg 246w, https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/california-community-fund-advisor-services-smiling-advisor-joe-lumarda-02-840x1024.jpg 840w, https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/california-community-fund-advisor-services-smiling-advisor-joe-lumarda-02-768x936.jpg 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\"><\/noscript>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-e163a4c\" data-id=\"e163a4c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9f6ac45 elementor-widget elementor-widget-text-editor\" data-id=\"9f6ac45\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h4><img loading=\"lazy\" decoding=\"async\" class=\"lazyload\" data-src=\"https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/quote-white.png\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" width=\"90\" height=\"65\" \/><noscript><img loading=\"lazy\" decoding=\"async\" class=\"lazyload\" data-src=\"https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/quote-white.png\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" width=\"90\" height=\"65\"><noscript><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.calfund.org\/2023-annualreport\/wp-content\/uploads\/2023\/11\/quote-white.png\" alt=\"\" width=\"90\" height=\"65\"><\/noscript><\/noscript>It is important to not only give back but to do so in a way that creates meaningful and measurable impact.<\/h4><p><strong>JOE LUMARDA<\/strong><br \/>Senior Vice President,<br \/>Private Wealth Advisor,<br \/>Capital Group<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8d1fc2f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8d1fc2f\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-thegem\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-060c803\" data-id=\"060c803\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f409ca7 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"f409ca7\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div style=\"text-align: left; max-width: 980px; margin: auto;\">\n<p>Before joining Capital Group in 2006 as a Senior Vice President, Private Wealth Advisor, Joe served as CCF\u2019s executive vice president and COO. Joe\u2019s commitment to effective philanthropy was in part shaped by his 16 years at CCF. He has remained one of CCF\u2019s strongest supporters for more than 30 years and shared, \u201cIf you love something, you support it.\u201d<\/p>\n<p>That support has been evident in his partnership with CCF to help his clients bring about positive change in their communities and the world around them. \u201cIt is important to not only give back but to do so in a way that creates meaningful and measurable impact,\u201d he said. Joe is driven by a desire to ensure his clients not only realize their philanthropic goals now, but through a legacy.<\/p>\n<p>Capital Group\u2019s encouragement of its leaders to actively participate in community initiatives resonates deeply with Joe. His involvement in various boards and organizations reflects not only his dedication to philanthropy but also his belief in the power of relationships to drive positive change.<\/p>\n<p>During Joe\u2019s time working with Antonia Hern\u00e1ndez at CCF, he quickly learned the importance of having a grounding in the community. \u201cShe taught me to look at myself and embrace my own roots. I learned the value of leading with my story and seeing it as part of my power. I am grateful for that.\u201d<\/p>\n<p>One of Joe\u2019s strengths has been his ability to bridge communities. In envisioning Los Angeles County\u2019s future, he sees it as a positive and diverse community, with CCF playing a crucial role as an organization able to build bridges across various demographics. His vision extends beyond financial stewardship, emphasizing the importance of community relationships in fostering a vibrant and inclusive environment.<\/p>\n<p>Joe\u2019s reflections underscore the significance of his humble beginnings, \u201cI always go back to my parents taking care of me and the nuns, and it fills me with so much gratitude.\u201d It is with gratitude and responsibility that Joe leads whether through his work at Capital Group or during his tenure at CCF. Joe\u2019s story is one of growth, collaboration, and impact. His ability to seamlessly integrate financial expertise with a deep commitment to community service has made him a driving force as an advisor and a philanthropic partner.<\/p>\n<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6e63faa elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6e63faa\" data-element_type=\"section\" data-e-type=\"section\" id=\"client-services\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-thegem\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ccd74df\" data-id=\"ccd74df\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-52970db elementor-widget elementor-widget-text-editor\" data-id=\"52970db\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h1>Client Services<\/h1>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-6c22ceb elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6c22ceb\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-thegem\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-7b49efa\" data-id=\"7b49efa\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b9cbd01 cal-list elementor-widget elementor-widget-text-editor\" data-id=\"b9cbd01\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Establishing or refining individually tailored charitable plans<\/li><li>CCF donor services with custom investment options, including the Charitable Asset Management Partnership (ChAMP) with donor designated investment advisors<\/li><li>Custom research on local, national or international charities<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-67764ee\" data-id=\"67764ee\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-05990f6 cal-list elementor-widget elementor-widget-text-editor\" data-id=\"05990f6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Meetings with community leaders and visits to charities<\/li><li>Engaging family members in giving<\/li><li>Identifying emerging giving opportunities<\/li><li>Continuing education opportunities<\/li><li>Access to a team of charitable<br \/>giving experts<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Advisor Spotlight Joe Lumarda, a life of service Having attended the seminary, served in the United States Navy and worked&#8230;<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-fullwidth.php","meta":{"footnotes":""},"class_list":["post-4788","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/www.calfund.org\/2023-annualreport\/wp-json\/wp\/v2\/pages\/4788","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.calfund.org\/2023-annualreport\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.calfund.org\/2023-annualreport\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.calfund.org\/2023-annualreport\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.calfund.org\/2023-annualreport\/wp-json\/wp\/v2\/comments?post=4788"}],"version-history":[{"count":78,"href":"https:\/\/www.calfund.org\/2023-annualreport\/wp-json\/wp\/v2\/pages\/4788\/revisions"}],"predecessor-version":[{"id":5684,"href":"https:\/\/www.calfund.org\/2023-annualreport\/wp-json\/wp\/v2\/pages\/4788\/revisions\/5684"}],"wp:attachment":[{"href":"https:\/\/www.calfund.org\/2023-annualreport\/wp-json\/wp\/v2\/media?parent=4788"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}