Broker Check

Our Team

Joseph DiPaolo, CFP®, EA, ChFC®, CLU®

Chief Advisor

813-475-3130

Joe@dipaolofinancial.com

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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Karen DiPaolo

Long-Term Care and Medicare Specialist

813-475-3132

813-501-1361

karen@dipaolofinancial.com

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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Fran DiPaolo

Client Relations

813-475-3133

fran@dipaolofinancial.com

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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Anthony DiPaolo

Paraplanner

813-475-3130

anthony@dipaolofinancial.com

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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Nicole Mitela

Client Services

813-475-3130

nicole@dipaolofinancial.com

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...

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Michael Moubarak

Director of Tax Services

(813) 475-3130

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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