DiPaolo Financial Group Information
Contact top employees from
DiPaolo Financial Group
Summary
At DiPaolo Financial Group, we take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. No one strategy f...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Investment Management, Retirement Planning, Asset Protection, Income Planning, Tax Planning, Wealth Accumulation, Long Term Care, Life Insurance
Founded
2007
Contact DiPaolo Financial Group
Organization Website
Social Links
Phone Number
(813)475-3130
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1961 | Nonprofit | 100-200 | < 1M | $0 | |
| 2000 | - | 1-10 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at DiPaolo Financial Group shows a diverse range of experience levels:
18% have been with the company for less than 1 year27% for 1–2 years9% for 3–4 years18% for 5–7 years18% for 8–10 years9% have over 11 years of service at DiPaolo Financial GroupEx-employees positions
In Company
In New Company
Contact top employees from
DiPaolo Financial Group
Joe DiPaolo CFP®
CEO and President
Anthony DiPaolo CFP®
Partner
Karen DiPaolo
Chief Compliance Officer
Kelly Hassan
Financial Advisor
Seena Wunsch
Client Services
Nicole Mitela
Paraplanner
Sierra Sainz
Marketing Associate
Jamie Renedo
Senior Client Services
Ethan Jacovides
Finance Intern
Karen DiPaolo
Chief Compliance Officer
Jamie Renedo
Senior Client Services
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FAQ
DiPaolo Financial Group operates in the Financial Services industries. More details can be found on the official website: dipaolofinancial.com.
The headquarters of DiPaolo Financial Group are located in Lutz, United States.
You can contact DiPaolo Financial Group by phone at (813)475-3130.
DiPaolo Financial Group currently employs 1-10 people.
Well-known competitors of DiPaolo Financial Group include Nambawan Super and Duell Financial Strategies.
