Aj Diliberto, Cfp® Email and Phone Number
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Aj Diliberto, Cfp® personal email
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My career started as a teenger working for my Dad, who was one of the pioneers of the financial life planning movement. I learned a great deal from my father, including core values of strong ethics and morals and being a man of your word.Ive been a CFP® since 2003.What makes me unique is my perspective.Its tough to describe perspective, but after 37 years, I have developed a certain perspective that clients believe is refreshing because its honest and truly has no agenda other than what is best for the cleints.I have been told by clients that I have a knack for helping them understand things, and they feel better because I am never trying to sell them a solution, but rather, talk through which solution is best.I am not wed to any particular solution (also very unique). Because of my depth understanding of all the tools in the financial tool shed, and more importantly, the potetial long term effects and concequences of various strategies, I am able to advise and educate clients about which tool makes sense, for THEM and THEIR GOALS.
Fiduciary Planners Insurance Partners
View- Website:
- fiduciaryplannersinsurance.com
- Employees:
- 1
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PresidentFiduciary Planners Insurance PartnersHuntington Beach, Ca, Us
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Senior Financial Advisor / Coo, CcoNoble Wealth Management, Inc. Jul 2014 - PresentUsChief Operations Officer: Develop and oversee and implement all of the infrastructure and technology at the firm, including portfolio management, financial planning, client service, and CRM.Chief Compliance Officer: Develop and oversee implementation of all aspects of compliance from ADVs and disclosures to agreements and day to day file management.Senior Financial Advisor: Provide comprehensive wealth management solutions for affluent and high net worth individuals in Southern California. Advisory Services offered through Noble Wealth Management, Inc., a Registered Investment Advisor. Registered Representative, -
PresidentFiduciary Planners Insurance Partners Dec 2012 - PresentWe help people make sensible decisions about insurance. We advise individuals and business owners on the Affordable Care Act (aka Obamacare) and assist with many other planning needs.I work under a fiduciary standard with fee only financial planners as their company's insurance partner. Together, we custom fit a service to help analyze and service all of the insurance related issues for fee only financial planning firms and their clients.Our Ethilogical™ Mission is to deliver an objective and ethical standard of service that makes you say, “Wow!” alongside a healthy dose of logic, common sense and a planning acumen that factors in a clients core values and goals with the analytics of a financial plan.
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Coo / Senior Financial AdvisorNewport Advisory Jul 2004 - Jul 2014As a Senior Financial Advisor, I provide comprehensive wealth management solutions for affluent and high net worth individuals in Southern California. In addition, I help individuals and businesses of all sizes to navigate the issues surrounding medical insurance, particularly regarding the Patient Protection and Affordable Care Act (aka Obamacare)
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Financial PlannerRtd Financial 1992 - 2004
Aj Diliberto, Cfp® Skills
Aj Diliberto, Cfp® Education Details
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Cherokee
Frequently Asked Questions about Aj Diliberto, Cfp®
What company does Aj Diliberto, Cfp® work for?
Aj Diliberto, Cfp® works for Fiduciary Planners Insurance Partners
What is Aj Diliberto, Cfp®'s role at the current company?
Aj Diliberto, Cfp®'s current role is President.
What is Aj Diliberto, Cfp®'s email address?
Aj Diliberto, Cfp®'s email address is aj****@****.rr.com
What is Aj Diliberto, Cfp®'s direct phone number?
Aj Diliberto, Cfp®'s direct phone number is 949-622*****
What schools did Aj Diliberto, Cfp® attend?
Aj Diliberto, Cfp® attended Cherokee.
What skills is Aj Diliberto, Cfp® known for?
Aj Diliberto, Cfp® has skills like Financial Advisory, Investments, Financial Planners, Finance, 401k, Mergers, Investment Advisory, Sales.
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