Скачать или смотреть James Di Virgilio: Fiduciary Tips To Trusting Financial Planners

James Di Virgilio, CIMA®, CFP®, is one of the country’s leading fiduciary investors and financial planners. He is the co-founder of Chacon Diaz & Di Virgilio Wealth Management, a fiduciary firm that serves as legal guardians in financial matters for their clients, a claim that less than 15 percent of financial firms can make. Di Virgilio is a certified Investment Management Analyst®, a certification that only 2 percent of investors earn, having completed the education program at The Wharton School of Business at the University of Pennsylvania. Additionally, he is a Certified Financial PlannerTM, CFP®, a level of training that only 20 percent of financial planners obtain. Di Virgilio is ranked among the industry elite by having acquired both the CIMA® and the CFP®, which only 1 percent hold. Since graduating cum laude in 2004, Di Virgilio was named a Gator 100 Honoree for one of the fastest growing companies founded by a University of Florida Alum. He also holds a master’s degree in management from the University of Florida.
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