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About Joseph DiPaolo, Chief Advisor
Joe DiPaolo is the Founder and President of his firm, established in 2007. A CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Chartered Life Underwriter, and IRS Enrolled Agent, he has educated thousands of retirees and pre-retirees throughout the Tampa Bay area. Joe also serves as President of the North Tampa Chapter of The Society for Financial Awareness, supporting communities across Hillsborough, Pinellas, and Pasco counties. His mission is to deliver meaningful financial education, one community at a time. Joe has been married to his wife Karen for over 32 years, and together they have deep roots in Tampa Bay, where many DiPaolo family members are involved in the practice.
All investments involve risk and, unless otherwise stated, are not guaranteed. Before implementing any investment strategy, investors should consult with a qualified tax professional regarding their specific tax situation. Investment Advisory Services are offered through DiPaolo Financial Group, Inc., a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. Complimentary consultations are offered with no obligation and do not establish an advisory relationship. Investment advisory services are provided only pursuant to a written advisory agreement. Our firm may also provide tax preparation and tax consulting services through licensed tax professionals. However, any tax or estate planning information communicated in this email or during preliminary discussions is general in nature and provided for informational purposes only. It should not be construed as personalized tax or legal advice. Individuals should consult with their own attorney or tax professional regarding their specific legal or tax circumstances.
