James A. DeGaetano, Jr. CFP<sup>&reg;</sup> - Financial Advisor

James A. DeGaetano, Jr. CFP®

CPA, MBA

President

Diamond Wealth Advisors

396 alexander spring rd, Ste 3
Carlisle, PA 17015
FINANCIAL ADVISOR'S WEBSITE
(717) 462-6422

General

James DeGaetano is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Diamond Wealth Advisors in Carlisle, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Career Change, Investment Management, Government & Military, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Insurance, Retirement, Life Planning, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources