AeroLeads people directory · profile
Aj Diliberto, Cfp® Email & Phone Number
President
at
Fiduciary Planners Insurance Partners
1 work email found
@socal.rr.com
3 phones found area 949
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
President
Location
Huntington Beach, California, United States
Company size
Who is Aj Diliberto, Cfp®? Overview
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Quick answer
Aj Diliberto, Cfp® is listed as President at Fiduciary Planners Insurance Partners, a company with 1 employees, based in Huntington Beach, California, United States. AeroLeads shows a work email signal at socal.rr.com, phone signal with area code 949, and a matched LinkedIn profile for Aj Diliberto, Cfp®.
Aj Diliberto, Cfp® previously worked as Senior Financial Advisor / COO, CCO at Noble Wealth Management, Inc. and COO / Senior Financial Advisor at Newport Advisory. Aj Diliberto, Cfp® studied at Cherokee.
Company email context
Email format at Fiduciary Planners Insurance Partners
This section adds company-level context without repeating Aj Diliberto, Cfp®'s masked contact details.
*@socal.rr.com
68% confidence
AeroLeads found 1 current-domain work email signal for Aj Diliberto, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Aj Diliberto, Cfp®
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.
Listed skills include Financial Advisory, Investments, Financial Planners, Finance, and 4 others.
Current workplace
Aj Diliberto, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Fiduciary Planners Insurance Partners
5 roles · 34 years
Aj Diliberto, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor / Coo, Cco
CurrentChief 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.
Jul 2014 - Present
President
CurrentWe 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.
Dec 2012 - Present
Coo / Senior Financial Advisor
Newport Advisory
As 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)
Jul 2004 - Jul 2014
Financial Planner
Rtd Financial
1992 - 2004
~12 yrs
1 education record
Aj Diliberto, Cfp® education
-
Cherokee
FAQ
Frequently asked questions about Aj Diliberto, Cfp®
Quick answers generated from the profile data available on this page.
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 Fiduciary Planners Insurance Partners?
Aj Diliberto, Cfp® is listed as President at Fiduciary Planners Insurance Partners.
What is Aj Diliberto, Cfp®'s email address?
AeroLeads has found 1 work email signal at @socal.rr.com for Aj Diliberto, Cfp® at Fiduciary Planners Insurance Partners.
What is Aj Diliberto, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 949 for Aj Diliberto, Cfp® at Fiduciary Planners Insurance Partners.
Where is Aj Diliberto, Cfp® based?
Aj Diliberto, Cfp® is based in Huntington Beach, California, United States while working with Fiduciary Planners Insurance Partners.
What companies has Aj Diliberto, Cfp® worked for?
Aj Diliberto, Cfp® has worked for Fiduciary Planners Insurance Partners, Noble Wealth Management, Inc., Newport Advisory, and Rtd Financial.
How can I contact Aj Diliberto, Cfp®?
You can use AeroLeads to view verified contact signals for Aj Diliberto, Cfp® at Fiduciary Planners Insurance Partners, including work email, phone, and LinkedIn data when available.
What schools did Aj Diliberto, Cfp® attend?
Aj Diliberto, Cfp® studied at Cherokee.
What skills is Aj Diliberto, Cfp® known for?
Aj Diliberto, Cfp® is listed with skills including Financial Advisory, Investments, Financial Planners, Finance, 401K, Mergers, Investment Advisory, and Sales.
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