Jim Degaetano, Cfp®, Cpa, Cepa, Mba work email
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Jim Degaetano, Cfp®, Cpa, Cepa, Mba personal email
Jim DeGaetano, CFP®, CPA, MBA is the CEO and Founder of Diamond Wealth Advisors and Author of 'The Fruitful Retirement'. Jim’s mission is to provide emotional and financial clarity for life’s transitions. This was the impetus for the development of The Financial Path to Clarity process, which he created for building trust and lasting relationships with clients.Jim is also a sought after speaker on the topics of strategic planning, retirement, and relationship capital. He resides in Carlisle, PA with his wife Jen and his two kids Anna and Garrett, who have both given their seal of approval to his children’s book that teaches kids how to save titled ‘Larry the Bunny Saves his Money’.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Diamond Wealth Advisors
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Ceo, Founder, And Wealth AdvisorDiamond Wealth Advisors Mar 2017 - PresentProviding emotional and financial clarity for life's transitions, such as retirement, career-change, loss of a loved one, sale of a business, or inheritance.
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Financial AdvisorFirst Command Financial Services, Inc. Mar 2007 - Feb 2017Fort Worth, Texas, Us -
Internal Audit ManagerCarlisle Companies Sep 2005 - Mar 2007
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Senior AccountantMiller, Coffey, Tate Llp Jan 2004 - Sep 2005
Jim Degaetano, Cfp®, Cpa, Cepa, Mba Skills
Jim Degaetano, Cfp®, Cpa, Cepa, Mba Education Details
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Shippensburg University Of PennsylvaniaAccounting -
Shippensburg University Of PennsylvaniaAccounting
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Widener UniversityFinance
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Widener UniversityGeneral
Frequently Asked Questions about Jim Degaetano, Cfp®, Cpa, Cepa, Mba
What company does Jim Degaetano, Cfp®, Cpa, Cepa, Mba work for?
Jim Degaetano, Cfp®, Cpa, Cepa, Mba works for Diamond Wealth Advisors
What is Jim Degaetano, Cfp®, Cpa, Cepa, Mba's role at the current company?
Jim Degaetano, Cfp®, Cpa, Cepa, Mba's current role is CEO, Founder, Wealth Advisor.
What is Jim Degaetano, Cfp®, Cpa, Cepa, Mba's email address?
Jim Degaetano, Cfp®, Cpa, Cepa, Mba's email address is jd****@****bal.com
What schools did Jim Degaetano, Cfp®, Cpa, Cepa, Mba attend?
Jim Degaetano, Cfp®, Cpa, Cepa, Mba attended Shippensburg University Of Pennsylvania, Shippensburg University Of Pennsylvania, Widener University, Widener University.
What are some of Jim Degaetano, Cfp®, Cpa, Cepa, Mba's interests?
Jim Degaetano, Cfp®, Cpa, Cepa, Mba has interest in Hiking, Football, Spending Time With Family And Friends, Basketball.
What skills is Jim Degaetano, Cfp®, Cpa, Cepa, Mba known for?
Jim Degaetano, Cfp®, Cpa, Cepa, Mba has skills like Retirement Planning, Series 7, Strategic Financial Planning, Mutual Funds, Portfolio Management, Series 63, Investments, Financial Planners, Financial Analysis, Risk Management, Securities, Cash Management.
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