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
Long-Term Care and Medicare Specialist
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...
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...
Anthony DiPaolo
Paraplanner
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...
Nicole Mitela
Client Services
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...
Michael Moubarak
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...
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!