Our Team
Joseph DiPaolo, CFP®, EA, ChFC®, CLU®
Chief Advisor, Founding Partner
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...
Anthony DiPaolo, CFP®, CLTC®
Sr. Advisor, Partner
813-501-1361
Anthony DiPaolo is a Senior Advisor and Partner at DiPaolo Financial Group. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Long-Term Care (CLTC) specialist.............
Kelly Hassan
Financial Advisor
Karen DiPaolo
CCO, COO
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...
Sarah Jarboe
Paraplanner
813-501-1361
Sarah Jarboe serves as a Paraplanner at DiPaolo Financial Group, where she supports the advisory team in delivering comprehensive...........
Ethan Jacovides
Paraplanner
813-501-1361
Ethan serves as a Paraplanner at DiPaolo Financial Group, where he supports the advisory team in delivering comprehensive financial planning services and an exceptional client experience. In his role......
Jamie Renedo
Senior Client Services
813-501-1361
Jamie comes from 19 years of financial industry customer service ........
Seena Wunsch
Client Services
813-501-1361
Seena is a Client Services Associate at DiPaolo Financial Group who is passionate about delivering exceptional service and building lasting relationships with......
Nicole DiPaolo, FPQP®
Property and Casualty Agent
813-501-1361
Nicole DiPaolo is a Property and Casualty Agent at DiPaolo Financial Group. A graduate of the University of South Florida, she earned her Bachelor
Destiny Keith
Client Relations
Destiny serves as DiPaolo Financial Group's Director of First Impressions, Scheduling, and Marketing, bringing exceptional........
Fran DiPaolo
Book Keeper
Fran DiPaolo serves as the firm’s Bookkeeper at DiPaolo Financial Group, where she supports the day-to-day financial operations of the business with accuracy and care........
Download Your Free Mini eBook!
Momma's Secret Recipe for Retirement Success includes powerful financial knowledge that you cannot afford to miss. This FREE mini eBook reveals various keys that can aid in the creation of a successful retirement plan, which may seem just as elusive and mysterious as that favorite recipe Momma used to make!