President of Diamond Wealth Advisors Jim DeGaetano, Shippensburg ’99, joins Phi Delta Theta Senior Vice President of Growth, Engagement, and Philanthropy Steve Good for a conversation about personal finance. A wide range of topics are discussed including common financial mistakes, student debt, budgeting, savings, credit cards, employer benefits, investing, and much more.
Jim DeGaetano, CFP®, CPA, MBA, is the president of Diamond Wealth Advisors, creator of The Fruitful Retirement™ method, and author of The Fruitful Retirement and Amazon best-seller Larry the Bunny Saves his Money. Jim’s commitment 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, was the impetus to the development of The Financial Path to Clarity methodology. He created the methodology for other firms to be able to achieve the same results: building trust and lasting relationships with clients.
Jim is a founding father of the Pennsylvania Omicron Chapter of Phi Delta Theta at Shippensburg University and graduated with a bachelor of science degree in Accounting. He then attended Widener University where he earned 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.
Jim is also a sought after speaker on the topics of strategic planning, retirement, and relationship capital. He resides in Carlisle, Pennsylvania with his wife Jen and his two kids Anna and Garrett.