Jim DeGaetano Jr., CFP®, CPA, MBA

President

Jim DeGaetano is the President of Diamond Wealth Advisors.  His passion is helping others achieve 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 sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.

Jim is President and founder of Diamond Wealth Advisors, a Registered Investment Advisory firm. DWA's mission is to provide emotional and financial clarity for life's transitions.  Jim is 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 unique, 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 with LPL Financial and Series 66 securities license with Diamond Wealth Advisors, plus state life and health 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 College of Business Advisory Board for Shippensburg University, and a member of the Carlisle Chamber of Commerce.

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 by Financial Planning magazine, June 1996-2020, based on total revenue.