What Did You Say? Mark Alyn Talks About Hearing
A Look At Your Financial Health
Would you trust your retirement and savings plan to the top salesperson at Mercedes Benz? Turns out, you might be doing just that by engaging with financial advisers about your savings and investments at leading banks and insurance companies like JP Morgan Chase, Morgan Stanley, Northwestern Mutual and Merrill Lynch. The reality is real financial experts are actually pretty rare. Experts estimate that they are, at most, just 15 percent of the advisers who market financial advice and services.
James Di Virgilio, who is ranked among the financial industry elite by having acquired both the CIMA® and the CFP®, which only 1 percent hold, says using a financial adviser like Morgan Stanley, for example, can put you at a disadvantage since many people don’t realize that banks can be motivated to sell and persuade you into certain investments that further their bottom line, not yours. As a fiduciary, Di Virgilio is in a position of trust, as fiduciaries hold a legal obligation to do what is best for their clients at all times. He will provide straightforward and objective fiduciary facts for your audience when it comes to new rules on selecting financial advisers, picking retirement plans based on your age and status and the pros and cons of owning versus renting a home in today’s economy. He will also share six common missteps people can make when choosing a financial adviser.
James Di Virgilio, CIMA®, CFP®, is one of the country’s leading fiduciary investors and financial planners. He is the co-founder of Chacon Diaz & Di Virgilio Wealth Management, a fiduciary firm that serves as legal guardians in financial matters for their clients, a claim that less than 15 percent of financial firms can make. Di Virgilio is a certified Investment Management Analyst®, a certification that only 2 percent of investors earn, having completed the education program at The Wharton School of Business at the University of Pennsylvania. Additionally, he is a Certified Financial Planner™, CFP®, a level of training that only 20 percent of financial planners obtain. DiVirgilio is ranked among the industry elite by having acquired both the CIMA® and the CFP®, which only 1 percent hold. Since graduating cum laude in 2004, Di Virgilio was named a Gator 100 Honoree for one of the fastest growing companies founded by a University of Florida Alum. He also holds a master of science in management from the University of Florida Warrington College of Business and was a 2016 UF Outstanding Young Alumni Award Winner, which is given to those who have distinguished themselves in their profession and community with significant professional accomplishment on the state, national or international level. Di Virgilio also serves as an adjunct professor at the University of Florida and frequently works with multiple colleges, graduate and undergraduate programs, as well as with athletes. Website: www.cddwealth.com
You can find about more about James at his website – https://cddwealth.com
A Look At Your Financial Health
