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...
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
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...........
Jamie Renedo
Senior Client Services
813-501-1361
Jamie is DiPaolo Financial Group’s newest team member. She comes from 19 years of financial industry customer service experience and is dedicated to assisting clients financial needs and requests on a daily basis...
Seena Wunsch
Client Services
813-501-1361
Seena is the newest Client Services role to join the DFG team! She is a true Floridian who loves to travel with her husband and daughter to create a captivating blend of family joy and adventure. Her favorite holiday is Christmas...
Destiny Keith
Client Relations
Destiny is our wonderful front desk director of first impressions and scheduler. with a background in education.....
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........
Adam DiPaolo
Client Relations
813-501-1361
Adam is one of our firm's client event coordinators. He is the youngest son of Joseph and Karen and is currently attending St. Augustine University of Health Sciences in pursuit his Doctor of Physical Therapy degree...
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