Jim DeGaetano is the President of Diamond Wealth Advisors. His passion is helping others work towards a better return on life through strategic planning for his clients. Jim puts his clients first, listens well, and is there for his clients when their lives intersect with their finances to provide clarity for both major and minor decisions. Jim is committed to helping his clients pursue their financial goals and lifetime dreams by bringing suitable financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.
Jim was previously a Financial Advisor with First Command Financial services from June 2007 until February 2017. He was consistently a top producer for the firm, and recognized annually for his accomplishments and service to his clients. However, after thousands of client meetings, Jim had a vision of a world where he could bring the world’s top technology and investment platforms to his clients, giving them immediate access to their complete financial lives, while also providing them access to an advisory relationship that is reliable, straightforward, and strategic.
His vision is now the advent of Diamond Wealth Advisors, a Registered Investment Advisory firm, affiliated with LPL Financial, the nation’s largest independent broker/dealer*. LPL’s proprietary technology, comprehensive clearing services and independent research provide a robust support structure to compliment Diamond’s tailored services for each client.
Jim’s background is comprehensive, serving as an audit manager, senior accountant and broker as well as experience running a $50M company. His business travels took him to China, Europe and across North and South America for a variety of financial projects.
He is a graduate of Carlisle High School and played football, basketball, and track back in those days. Jim graduated from Shippensburg University with a Bachelor of Science degree in Accounting and Widener University with a Master of Business Administration degree. He holds Series 7. 63 and 66 securities registrations through LPL Financial plus state life, health, and property-and-casualty insurance licenses.
He is a Certified Financial Planner® and Certified Public Accountant. He is a member of the Financial Planning Association, the Financial Services Institute, and the Pennsylvania Institute of CPAs. Jim is the Past President of the Rotary Club of Carlisle. He also volunteers with Junior Achievement, is a member of the Finance Advisory Council for Shippensburg University, and a member of the Carlisle Chamber of Commerce.
His areas of focus include:
- Comprehensive financial, tax, and estate planning
- Retirement income planning and 401(k) rollovers
- Investment strategies
- Education funding solutions
- Asset allocation and management
- Insurance solutions and risk management
Jim lives in Carlisle with his wife Jen and his two kids Anna and Garrett. He is a member of St. Patrick’s Church. He loves the community in which he grew up, enjoys the four seasons, sports, spending time with his family and friends.
*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.