San Carlos Office

1150 White Oak Way

San Carlos, CA 94070
Joseph  Borriello

Joseph Borriello

Chief Financial Officer

Joe Borriello is part of LPL’s CFO Solutions, an exclusive service that provides industry-trained professionals who simplify data driven decision making and business strategy in LPL advisors’ practices.


Joe has worked in the financial services industry for over 25 years. And has been working with independent advisors for the last 15 years. He joined LPL in 2021 to apply his experience and expertise working with Advisors in the CFO Solutions program.


Joe resides in Nevada where he, his wife Karla, and their 2 permanent fur babies (Crab and “Chicken Bone” Will, open their home to foster dogs. They volunteer with different local dog rescues and have been known to be secret Santa’s for at risk youth.