Our Team
Joseph DiPaolo, CFP®, EA, ChFC®, CLU®
Chief Advisor
Joseph is the anchor and inspiration for DiPaolo Financial Group. It is was his dream to have a family run business where all the members of his family can each bring their talents to the table to help facilitate his passion of helping...
Karen DiPaolo, CLTC®
Office Manager
813-501-1361
Karen handles the operations, back end management and compliance of DiPaolo Financial Group. Coming from a background in law enforcement, Karen understands the need of rules that guide an industry and is passionate about ensuring our...
Anthony DiPaolo, CFP®, CLTC®
Financial Advisor
Anthony is Joseph and Karen's eldest son and like his parents, has a passion for personal finance. Anthony is a Certified Financial Planner (CFP) as well as a Certified Long Term Care (CLTC) specialist at DiPaolo Financial Group....
Nicole Mitela, FPQP®
Paraplanner
Nicole is a recent graduate from the University of South Florida. She received her Bachelor of Science in Finance in 2019 and immediately began working in the wealth management field...
Fran DiPaolo
Client Relations
Fran is the client relations arm of our firm. She is the matriarch of the DiPaolo family and brings her sense of family and togetherness to our clients. At DiPaolo Financial, we feel as though our clients are part of our family and as...
Adam DiPaolo
Client Services
813-501-1361
Sierra Sainz
Marketing Associate
813-501-1361
Sierra is currently spearheading the marketing department here at DiPaolo Financial Group. She is in pursuit of her Bachelor of Arts degree in Political Science, with a minor in Marketing. Sierra focuses on getting the DFG name out to...
Jamie Renedo
Client Services
813-501-1361
Michael Moubarak, CPA
Director of Tax Services
Michael is a Certified Public Accountant who brings 15 years of experience in the tax space to our firm. Michael completed both his undergraduate and master's degree in accounting from the University of South Florida. Michael loves to...
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