Frank Diferdinando

Managing Director & Regional Senior Wealth Advisor @Northern Trust Wealth Management

Newport Beach, CA, US
MOBILE NUMBERS
+16•••••••77

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WORK HISTORY

Nov 2008 — Present

Managing Director & Regional Senior Wealth Advisor @Northern Trust Wealth Management

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EDUCATION

N/A

Rutgers Business School

Bachelor of Science - BS, Accounting and Finance

ABOUT FRANK DIFERDINANDO

Being a Regional Managing Director with Northern Trust for over 15 years has shown me that this job isn’t just about managing people’s money, but rather positively impacting people’s lives. Being prepared and secure for whatever obstacles arise is all part of the planning process to achieve client goals. From my 12 years at Deloitte and Arthur Andersen as a Partner/CPA, tax strategy has to be a big part of the conversation. Navigating the ever changing landscape of tax, legal, investments, insurance, fiduciary and banking and finding unique strategies and solutions for clients is what I do and enjoy. Northern Trust helps me accomplish that with their commitment to technology, integrity and serving the client’s best interests.

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