Joe DiPaolo

ABOUT

Joseph (Joe) Dipaolo, CFP®,ChFC®, CLU® is the founder of Dipaolo Financial Group and has been in the financial industry since 1998. Early in his career, he was on the corporate side of finance but moved to private wealth management in 2007. He is a graduate of Franklin University with a Bachelor of Science degree in Financial Planning and is dedicated to the constant pursuit of educating himself and the public on financial matters.

Joe DiPaolo is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant, ChFC® and a Chartered Life Underwriter, CLU®, which are some of the most comprehensive planning designations in the financial planning industry.

Joe is a chapter president for the Society For Financial Awareness (S.O.F.A), which is a national non-profit 501(c)(3) organization, committed to curing the financial illiteracy problem in America through educational workshops to the public, local colleges, and to corporate employees.

Joseph is happily married to his wife and business partner Karen, and has two wonderful boys currently studying financial planning and accounting at the University of South Florida.

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Download my chapter "I Don't Have Access To Any Of My Money In An Annuity During The Surrender Period" from the Best-Selling book Momma's Secret Recipe for Retirement Success!

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