Chacon Diaz & Di Virgilio Wealth Management, LLC

Chacon Diaz & Di Virgilio Wealth Management, LLC (CRD# 154242) is a financial advisory firm headquartered in Gainesville, FL. They manage $34,000,000 in 350 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $97,143
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, TX

Financial Advisors at Chacon Diaz & Di Virgilio Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James D. Di Virgilio
CRD#: 5141951
6208 NW 43rd St, GAINESVILLE, FL 32653
103
Wealthminder
score

James is the co-founder of Chacon Diaz & Di Virgilio, an independent Registered Investment Advisor (RIA) and fee-only fiduciary wealth management firm that works with clients across the United States. My firm has broad and extensive experience handling the complex financial and investment issues that significant wealth can present.

 

When we created the firm, we sought to build an advisory experience that was solely and entirely focused on what was best for our clients. Today, that vision has made us a recognized leader and pioneer in our field. As an independent, fee-only, fiduciary wealth management firm, we do not sell products and we do not accept any commissions, allowing nothing to influence our independence and objectivity. As a result, our advice is always unbiased and free from conflicts of interest, and we look forward to putting our expertise to work for you.

 

James is a Certified Investment Analyst, CIMA, and a Certified Financial Planner, CFP.

 

The Certified Investment Management Analyst (CIMA) designation is awarded by the Investment Management Consultants Association to individuals who successfully complete a year-long program focusing on investment policy, asset allocation, manager search and selection, ethics, and performance measurement. To earn the CIMA designation, individuals must have three years of experience in investment consulting,  pass a Level I entry exam (61% pass rate),  pass Level II exam after attending a week-long classroom program at Wharton, MIT, or Chicago, and then pass a Level III certification exam (63% pass rate).

 

A Certified Financial Planner (CFP) has to complete 18 to 24 months of study, pass a rigorous ten-hour exam (63% pass rate), and work for three years as a financial planner before earning the designation.

 

 

 

2
Lisa A. Chacon
CRD#: 5244124
5322 Primrose Lake Cir Ste H, Tampa, FL 33647
93
Wealthminder
score

Lisa Chacon (CRD# 5244124) is an Investment Advisor Representative working at Chacon Diaz & Di Virgilio Wealth Management, LLC in Tampa, FL and has over 9 years of experience in the finance industry.

3
Guillermo E. Diaz
CRD#: 4879939
6208 Nw 43rd Street, Gainesville, FL 32653
93
Wealthminder
score

Guillermo Diaz (CRD# 4879939) is an Investment Advisor Representative working at Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL and has over 11 years of experience in the finance industry.

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