Bob Dicarlo
I am a Wealth Advisor primarily for a select group of successful business owners and professionals who among other things aspire to that “work-optional lifestyle”. My process solves the puzzle for a complete picture.
- Role
- Financial Advisor at Cole Wealth Management
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Bob Dicarlo
I am a Wealth Advisor at Cole Wealth Management. I help primarily successful…
Experience
Financial Advisor
Dec 2009 — Present · Scottsdale, AZ, US
Education
Colorado Technical University
Bachelor of Science in Financial Planning , Financial Planning and Investments
2010 — 2012
Nassau Community College
Associate of Arts and Sciences - AAS, Hotel, Motel, and Restaurant Management
2005 — 2006
College for Financial Planning
CRPC - Chartered Retirement Planning Counselor , Financial Planning and Services
Hofstra University
Accounting
Skills
- Investments
- Wealth Management
- Retirement Planning
- Portfolio Management
- Financial Planning
- Investment Advisory
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