Christopher Diodato, CFP®, CFA WELLth Financial Planning

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About Christopher Diodato, CFP®, CFA, CMT

We created WELLth to offer truly comprehensive financial planning to tomorrow’s leaders. We employ cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. We replace the pings of stress you feel when thinking about money with confidence and excitement that you are building a bright and sustainable financial future.

Our investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!

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Recently Published

Q4 Economic Commentary: Lowering Expectations For 2023

October 3, 2022

We expect the Federal Reserve to continue battling inflation into 2023, potentially triggering an uptick in unemployment and downtick in economic growth.

The post Q4 Economic Commentary: Lowering Expectations For 2023 appeared first on WELLth Financial Planning.

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$10,000 of My Student Loans Are Being Forgiven. Now What?

August 31, 2022

President Biden announced last week a program to forgive $10,000 ($20,000 for Pell grant recipients) of student loan debt per person. To qualify for the forgiveness program, one must have student loans with the federal government (versus a private bank) and make under $125,000 per year. This means that a family filing their taxes jointly …

$10,000 of My Student Loans Are Being Forgiven. Now What? Read More »

The post $10,000 of My Student Loans Are Being Forgiven. Now What? appeared first on WELLth Financial Planning.

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Will the Inflation Reduction Act Reduce Inflation?  How to Take Advantage of the New Law

August 14, 2022

The Inflation Reduction Act (IRA) just passed in both the House and Senate and is expected to reach President Biden’s desk for final ratification this week.  The description of the bill from the democrats in the Senate is: “The Inflation Reduction Act of 2022 will make a historic down payment on deficit reduction to fight …

Will the Inflation Reduction Act Reduce Inflation?  How to Take Advantage of the New Law Read More »

The post Will the Inflation Reduction Act Reduce Inflation?  How to Take Advantage of the New Law appeared first on WELLth Financial Planning.

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Ideal Clients

  • FIRE (Financial Independence Retire Early)
  • Gen Y/Millennials
  • Investment Planning & Management
  • Personal Growth & Development

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $125+/mo
  • Flat Fee: $750+/engagement

SEC Records

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