Christopher Dipetrillo
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Christopher Dipetrillo Email & Phone Number

CERTIFIED FINANCIAL PLANNER® at Wealth Management Resources, Inc.
Location: Smithfield, Rhode Island, United States 4 work roles 1 school
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Role
CERTIFIED FINANCIAL PLANNER®
Location
Smithfield, Rhode Island, United States
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Who is Christopher Dipetrillo? Overview

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Christopher Dipetrillo is listed as CERTIFIED FINANCIAL PLANNER® at Wealth Management Resources, Inc., a with 8 employees, based in Smithfield, Rhode Island, United States. AeroLeads shows a matched LinkedIn profile for Christopher Dipetrillo.

Christopher Dipetrillo previously worked as Financial Planning Assistant at Wealth Management Resources, Inc. and JV Head Baseball Coach at Ponaganset High School. Christopher Dipetrillo holds Bachelor Of Business Administration - Bba, Finance And Business Analytics from Wheaton College Massachusetts.

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Wealth Management Resources, Inc.

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Profile bio

About Christopher Dipetrillo

I am an Financial Planning Assistant at Wealth Management Resources, Inc., an independent, fiduciary financial planning, and investment management firm. The firm provides simple-to-understand guidance and solutions that help their clients pursue their financial goals. My responsibilities include assisting the advisors in all areas of the firm's client services and operations. I am currently working toward obtaining my CFP designation through the Boston Institute of Finance program.I completed my undergraduate degree at Wheaton College in Norton, Massachusetts in 2022. While earning my bachelor’s degree in finance, I played second base for the Wheaton Lyons. Currently, I am a resident of Foster, Rhode Island where I enjoy outdoor activities such as fishing and hiking. I also like to get outside for a round of golf in my free time.To learn more about Wealth Management Resources, Inc., please visit https://wealthmanagers.com/---Financial planning and investment advisory services are offered through Wealth Management Resources Inc., located in the state of Rhode Island.

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Wealth Management Resources, Inc.
Wealth Management Resources, Inc.
CERTIFIED FINANCIAL PLANNER®
smithfield, rhode island, united states
Employees
8
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4 roles

Christopher Dipetrillo work experience

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Financial Planning Assistant

Smithfield, Rhode Island, United States

Located in Smithfield, RI, Wealth Management Resources, Inc. is an SEC Registered Investment Advisor. We provide financial planning and investment management services to individuals, professionals, and companies. We have the knowledge and experience to help you make the right financial decisions at the right time for you and your family.Since 1994, we've evaluated personal investments, retirement income planning, tax reduction techniques, insurance needs, business and estate planning, financing options, cash flow, company benefits and more. We take the time to educate our clients during the financial planning process, giving them the insight and confidence to make their own significant financial decisions.

Jv Head Baseball Coach

North Scituate, Rhode Island, United States

As the head coach of the Ponaganset High School JV baseball team, I had the opportunity to create authentic relationships with players as they developed their talents. Being both a player and coach of the sport, I learned many valuable life lessons such as communication, time management, teamwork, patience, and much more.

Apr 2021 - Jun 2021

Pool Technician

Rhode Island, United States

At Pools Plus I worked as a pool technician where I was able to engage, offer help and develop relationships with customers. I was responsible for maintaing the cleanliness of pools, where I learned the proper measurements of chemicals and efficiently performed tasks.

May 2019 - Aug 2019
Team & coworkers

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1 education record

Christopher Dipetrillo education

FAQ

Frequently asked questions about Christopher Dipetrillo

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What company does Christopher Dipetrillo work for?

Christopher Dipetrillo works for Wealth Management Resources, Inc..

What is Christopher Dipetrillo's role at Wealth Management Resources, Inc.?

Christopher Dipetrillo is listed as CERTIFIED FINANCIAL PLANNER® at Wealth Management Resources, Inc..

Where is Christopher Dipetrillo based?

Christopher Dipetrillo is based in Smithfield, Rhode Island, United States while working with Wealth Management Resources, Inc..

What companies has Christopher Dipetrillo worked for?

Christopher Dipetrillo has worked for Wealth Management Resources, Inc., Ponaganset High School, and Pools Plus Ri.

Who are Christopher Dipetrillo's colleagues at Wealth Management Resources, Inc.?

Christopher Dipetrillo's colleagues at Wealth Management Resources, Inc. include Nina Galanis, Deborah Palmer, Becoming An Equitypartner The Book, Marissa Duckworth, and Janice Hebert.

How can I contact Christopher Dipetrillo?

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What schools did Christopher Dipetrillo attend?

Christopher Dipetrillo holds Bachelor Of Business Administration - Bba, Finance And Business Analytics from Wheaton College Massachusetts.

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