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Retirement Planning & Income Strategies in Roseville, CA

Coordinated planning for life’s next chapter.

At MoneyBridge, we help business owners, pre-retirees, and retirees align investments, income, insurance, and tax-aware strategies into one coordinated plan. Drawing on decades of market experience, we bring structure to complex decisions so you can move forward with clarity—knowing what to do now, what can wait, and how each step supports the life you want.

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Meet Your Advisor

Joe DeMeo

Founder, MoneyBridge Wealth & Income Planning

Investment Adviser Representative

Joe DeMeo founded MoneyBridge Wealth & Income Planning to give clients a more coordinated way to approach retirement and major financial decisions. Beginning his advisory career in the 1990s, he has helped guide clients through multiple market cycles—from the dot-com era to the housing downturn—always with a focus on turning volatility and complexity into thoughtful, step-by-step planning.  


His work centers on designing retirement income strategies, right-sized insurance and annuity options, and tax-efficient withdrawal approaches in coordination with your tax professional. Whether you’re preparing to exit a business or mapping out the next 30 years of retirement, Joe’s role is to listen carefully, explain options in plain language, and help you make decisions with confidence.