Michael Diplacido, Cfp®
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Michael Diplacido, Cfp® Email & Phone Number

Vice President, Wealth Advice and Planning at Richard P. Slaughter Associates, Inc.
Location: Austin, Texas, United States 7 work roles 1 school
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Current company
Richard P. Slaughter Associates, Inc.
Role
Vice President, Wealth Advice and Planning
Location
Austin, Texas, United States
Company size
27 employees

Who is Michael Diplacido, Cfp®? Overview

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Quick answer

Michael Diplacido, Cfp® is listed as Vice President, Wealth Advice and Planning at Richard P. Slaughter Associates, Inc., a company with 27 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Michael Diplacido, Cfp®.

Michael Diplacido, Cfp® previously worked as Vice President, Wealth Advice & Planning at Richard P. Slaughter Associates, Inc. and Sr. Manager Participant Investor Concierge at Charles Schwab. Michael Diplacido, Cfp® holds Bachelor Of Arts - Ba, English from Kent State University.

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Email format at Richard P. Slaughter Associates, Inc.

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Richard P. Slaughter Associates, Inc.

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Profile bio

About Michael Diplacido, Cfp®

Experienced Financial Services Leader committed to acting in the client’s best interest, developing team members, and exceeding performance metrics. Proven producer recognized for work ethic, leading initiatives, and challenging legacy processes.

Current workplace

Michael Diplacido, Cfp®'s current company

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Richard P. Slaughter Associates, Inc.
Richard P. Slaughter Associates, Inc.
Vice President, Wealth Advice and Planning
Austin, TX, US
Website
slaughterinvest.com
Employees
27
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Company profile
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7 roles

Michael Diplacido, Cfp® work experience

A career timeline built from the work history available for this profile.

Sr. Manager Participant Investor Concierge

Charles Schwab

Austin, Texas, United States

  • Team Leader of Financial Consultants and staff in both Austin and Phoenix with a focus on proactive outreach to rollover eligible 401k plan participants
  • Experience leading multiple projects that have helped business unit gain efficiency, expand available advice services offered, and comply with Plan Sponsor Affiliate Share Agreement preferences.
  • Extensive knowledge of DOL Fiduciary rule and how to apply those standards to client interactions.
Sep 2015 - May 2024

Sr. Financial Consultant

Charles Schwab

Richfield, Ohio, United States

  • Proactive outreach to rollover eligible 401k plan participants to provide financial planning and advice services. Consistently exceeded NNA, Retention and Quality metrics.
  • Ranked in the top quartile against peers in NNA and Managed Solutions (2013 and 2014).
  • Recognized for sharing best practices, mentoring peers, and developing language to position Schwab against competitors.
Apr 2012 - Aug 2015

Participant Services

Charles Schwab

Richfield, Ohio, United States

  • Department leader in Business Development Opportunities and Advice Referrals.
  • Floor Supervisor handling escalated participant issues, trade support and audit as required.
Aug 2010 - Apr 2012
Team & coworkers

Colleagues at Richard P. Slaughter Associates, Inc.

Other employees you can reach at slaughterinvest.com. View company contacts for 27 employees →

BS Brooks Slaughter Brooks Slaughter Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View → MN Michele Nowell, Aif® Michele Nowell, Aif® Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View → LB Lafe Blobaum Lafe Blobaum Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas Metropolitan Area, United States View → CS Chris Snyder, Cfp® Chris Snyder, Cfp® Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View → TM Trevor Martin Trevor Martin Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View → JM Jeremy Mocek, Cfp®, Apma® Jeremy Mocek, Cfp®, Apma® Colleague at Richard P. Slaughter Associates, Inc. United States, United States View → AH Alyssa Harris Alyssa Harris Colleague at Richard P. Slaughter Associates, Inc. United States, United States View → JH Jana Hovey Jana Hovey Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View → LM Laura Martin, Aif®, Wms Laura Martin, Aif®, Wms Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View → BT Bob Tabor, Aif®, Awma®, Bob Tabor, Aif®, Awma®, Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View →
1 education record

Michael Diplacido, Cfp® education

FAQ

Frequently asked questions about Michael Diplacido, Cfp®

Quick answers generated from the profile data available on this page.

What company does Michael Diplacido, Cfp® work for?

Michael Diplacido, Cfp® works for Richard P. Slaughter Associates, Inc..

What is Michael Diplacido, Cfp®'s role at Richard P. Slaughter Associates, Inc.?

Michael Diplacido, Cfp® is listed as Vice President, Wealth Advice and Planning at Richard P. Slaughter Associates, Inc..

Where is Michael Diplacido, Cfp® based?

Michael Diplacido, Cfp® is based in Austin, Texas, United States while working with Richard P. Slaughter Associates, Inc..

What companies has Michael Diplacido, Cfp® worked for?

Michael Diplacido, Cfp® has worked for Richard P. Slaughter Associates, Inc., Charles Schwab, Ron Marhofer Auto Family, and United States Marine Corps.

Who are Michael Diplacido, Cfp®'s colleagues at Richard P. Slaughter Associates, Inc.?

Michael Diplacido, Cfp®'s colleagues at Richard P. Slaughter Associates, Inc. include Brooks Slaughter, Michele Nowell, Aif®, Lafe Blobaum, Chris Snyder, Cfp®, and Trevor Martin.

How can I contact Michael Diplacido, Cfp®?

You can use AeroLeads to view verified contact signals for Michael Diplacido, Cfp® at Richard P. Slaughter Associates, Inc., including work email, phone, and LinkedIn data when available.

What schools did Michael Diplacido, Cfp® attend?

Michael Diplacido, Cfp® holds Bachelor Of Arts - Ba, English from Kent State University.

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