Anthony DiPaola is the chief executive officer of DiPaola Financial Group, a New York-based firm that offers a full suite of financial amenities including retirement preparation, college funding, wealth management, asset protection, income, tax, and IRA planning, life insurance, charitable giving, trusts, probate, and estate formation.
Anthony accepted his executive appointment in 2007, following a 14 year career as a district manager of Mutual of Omaha. With more than twenty-five years of experience in the financial sector, he is perfectly equipped to oversee the Group’s operations and ensure its continued progression. Along with his colleagues, fellow executives, and staff, Anthony is particularly focused on client relations and retention. DiPaola Financial Group has established a stellar reputation for outstanding service and received formal recognition for their performance in the form of an award, naming them The Number One Agency in the United States.
In complement of the intrinsic rewards of his role, which align with the Group’s commitment to outstanding service, Anthony enjoys being able to provide sound investment advice that is specifically tailored to his clients’ long-term goals, budget, and desired outcomes. He states, “The ability to improve someone’s future is especially fulfilling. When clients come back to the Firm or send their friends, it’s confirmation of a job well done.”
Service, while paramount, is but one of Anthony’s responsibilities as CEO. DiPaola Financial Group maintains four offices, two of which are in major metropolitan cities within New York. Anthony must ensure that all offices are running at maximum efficiency and producing in accordance with established standards. In addition, he is charged with the obligations of recruiting, training, developing, and managing the collective staff. Coupled with his industry affiliations, which include being an agent for Roundtable of New York and membership in GAMA, his professional profile is both robust and inspiring.
Anthony maintains an equally energetic agenda with regard to the community. He supports several charitable organizations, including JDRF, Cops Who Care, the American Cancer Society, the American Heart Association, and the Jimmy D Foundation for Cancer Research. He is also an active alumnus of his alma mater, St. Joseph’s College, from which he earned an MBA in finance.
When he is not engaged with professional or philanthropic pursuits, Anthony enjoys spending time with his family. He has two children, Christian and Alexis, and is especially involved in their various activities. Anthony is an avid car enthusiast and his favorite pastimes are coaching his son’s basketball team and working out.
Investment Advisor Representative Disclosure:
Securities and investment advisory services offered solely through Registered Representatives and Investment Advisor Representatives of Ameritas Investment Corp. (AIC), a registered Broker/Dealer, Member FINRA/SIPC (www.finra.org and www.sipc.org), and a Registered Investment Advisor. AIC and DiPaola Financial Group are not affiliated. Additional products and services may be available through Anthony DiPaola or DiPaola Financial Group that are not offered through AIC. Securities products are limited to residents of New York. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from DiPaola Financial Group will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
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