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
Organization Website | dipaolofinancial.com |
Social Links |    |
Phone Number | (813)475-3130 |
Industries | |
Headquarters Location | 4635 Van Dyke Rd, Lutz, Florida, 33558 US |
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 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1961 | Nonprofit | 100-200 | < 1M | $0 | |
| 2000 | - | 1-10 | - | $- |
Employees Turnover 4 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 years18% for 3–4 years18% for 5–7 years9% 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
Jamie Renedo
Senior Client Services
Ethan Jacovides
Finance Intern
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FAQ
DiPaolo Financial Group operates in the Finance 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.
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