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...

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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...

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Karen DiPaolo

Operations Manager



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...

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Lucy Reyes

Client Services



Lucy brings over 20 years of experience in the Financial Services industry. She received her Bachelor of Arts from the State University of New York College at Old Westbury and immediately began working in the financial services field....

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Anthony DiPaolo




Anthony is Joseph and Karen's eldest son and like his parents, has a passion for helping his community. In the firm, Anthony is responsible for planning, developing, and implementing all of DiPaolo Financial Group’s marketing...

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Alissa Zink




Alissa is our front desk receptionist who handles all communications for our current and prospective clients. With a background in customer relations, she enjoys creating a delightful experience and fulfilling all client needs with her...

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