Investment Advisory: Daniel J. Disimile – Our Mission
“Good fortune is what happens when opportunity meets with planning.”
We make financial decisions every day that impact our future, yet many do not understand the language and nuances of financial services.
|Certified Financial Planner Board
of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL
PLANNER™ and federally registered
CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.