Joe di Bella
President of The Di Bella Financial Group, Helping Clients Make Wise Financial Decisions for over 20 Years
- Role
- Agent at New York Life
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About Joe di Bella
For the past two decades, I’ve been providing affluent business owners, executives and families with highly-customized financial solutions designed to maximize and protect their wealth. After discovering the complex goals and desires of each of my clients, I work with them to create and implement a comprehensive plan that addresses their needs. This typically includes services like wealth management, estate planning, retirement planning, and business succession planning.MEMBERSHIPS & ALLIANCESI am an Investment Adviser Representative with Eagle Strategies, LLC a Registered Investment Adviser, allowing me to provide financial planning services and fee-based investment advice to my clients.I’m also proud to be a member of the National Association of Insurance & Financial Advisers (NAIFA), and a Qualifying and Life Member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®. MDRT is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. EDUCATIONPrior to entering the financial services industry, I received a bachelor’s degree from Saint Lawrence University and went on to become a Life Underwriter Training Council Fellow (LUTCF®) at the American College of Financial Services in Bryn Mawr, PA.PERSONAL LIFEI’m a founding Board Member and Vice President of The Bus Stop Club, a nonprofit organization that provides support to children who have siblings with chronic illness. I’m also active in coaching youth sports, including Columbia Youth Lacrosse, East Greenbush Little League, and Flag Football. My wife, Kelley, and I live in East Greenbush, NY with our children, Corinne and Owen. As a family, we enjoy traveling, skiing, and just being together.For more information about how I may be of service to you, please connect with me here on LinkedIn or call me at (51••••••94. Email: j••••••••@thedfgroup.com
Experience
Agent
Jan 1999 — Present
Through my relationship with New York Life, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies-I am an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. 26 Century Hill Drive Suite 301, Latham, NY 12110,(51••••••00.
Education
La Salle Institute
1991-1995
1991 — 1995
Saint Lawrence University
Bachelor of Science 1995-1999, Psychology
1995 — 1999
The American College
2008, Life Underwriter Training Council Fellow
Skills
- Investments
- Insurance
- Retirement Planning
- Life Insurance
- 401k
- Estate Planning
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