Chacon Diaz & Di Virgilio Wealth Management
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Chacon Diaz & Di Virgilio Wealth Management

Independent, Fee-Only Fiduciary Wealth Management

BUSINESS LOCATION

6208 NW 43rd St, Gainesville, FL, 32653, US

CONTACT HUB

BUSINESS OVERVIEW

Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm in Gainesville, FL, providing objective financial planning and investment management to help clients reach their financial goals with expert, certified advisors.

Invoice

SERVICE AREAS

Gainesville
Florida

WORKING HOURS

OPEN NOW
Monday 09:00 - 18:00
Tuesday 09:00 - 18:00
Wednesday 09:00 - 18:00
Thursday 09:00 - 18:00
Friday 09:00 - 18:00
Saturday Closed
Sunday Closed

SERVICES & SPECIALTIES

  • Retirement Planning
  • Cash Flow Management
  • Estate Planning
  • Tax Planning
  • Insurance Analysis
  • Social Security Planning
  • Individual Equity Valuation
  • Executive Compensation
  • Business Valuation
  • Investment Strategy
  • Financial Planning
  • Investment Management
  • Sub-Advisory Investment Management
  • Outsourced CFO Services
Certified Financial Planner™ (CFP®)
Chartered Financial Analyst® (CFA®)
Certified Investment Management Analyst® (CIMA®)
University of Florida 100 Gator Companies
Est. 2009
English
Financial Plans Investment Portfolios CFO Financial Strategies
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Frequently Asked Questions (FAQs)