James Di Virgilio, CIMA®, CFP®

James Di Virgilio, CIMA®, CFP®

James Di Virgilio, CIMA®, CFP®, is one of the country’s leading fiduciary investors and financial planners. He is the co-founder of Chacon Diaz & Di Virgilio Wealth Management, a fiduciary firm that serves as legal guardians in financial matters for their clients, a claim that fewer than 15% of financial firms can make. Di Virgilio is a certified Investment Management Analyst®, a certification that only 2% of investors earn, having completed the education program at The Wharton School of Business at the University of Pennsylvania. Additionally, he is a Certified Financial Planner™, CFP®, a level of training that only 20% of financial planners obtain. Di Virgilio is ranked among the industry elite by having acquired both the CIMA® and the CFP®, which only 1% hold. Since graduating cum laude in 2004, Di Virgilio was named a Gator 100 Honoree for one of the fastest growing companies founded by a University of Florida Alum. He also holds a master’s degree in management from the University of Florida.
Financial Health: 3 Financial Cautions You Need to Take Before Tax Season

Navigating your investments during tax season can be tricky. 

Many people feel pressured to make financial decisions about retirement contributions and other funds based on potential tax breaks, without understanding the long-term ramifications of their decisions, or knowing the right questions to ask that should be directed to a financial adviser, and not necessarily your accountant. 

Here are three financial cautions to take before tax season: