Chacon Diaz & Di Virgilio Wealth Management - Gainesville (FL)

5 /5 Eddie Francis: The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!

5 /5 Sue M.: We have been very fortunate to have Chacon Diaz & Di Virgilio Wealth Management as our financial advisors for many years. What sets them apart from other wealth management firms for us is that we have known Lisa & Tyler personally for 15+ years and trust 100% that all decisions are made with careful consideration and, most importantly, integrity. We know that our retirement funds are in the best hands!!

5 /5 Juan Smith: Very grateful for the support and counsel from Lisa at Chacon Diaz & Di Virgilio Wealth Management. She takes a very holistic approach to not only understanding where you are financially, but where you are personally. This warm care makes the process of financial planning much less stressful and has you walking away feeling like youve personally accomplished something rather than just getting your money in order. Cannot recommend Lisa and this group highly enough!

5 /5 Deanne De Vries: After a long search for a trusted financial advisor, I met Lisa Chacon and it was an immediate click. She listened. She asked questions and listened some more to understand not just the financial advice I needed but about my character – how I viewed money, retirement, investing. It is a joy – and a relief – to have a financial advisor that puts the client and their preferences first. Regardless of the size of one’s investment. No seven figures (yet!). We talk as often as I need and the conversations always start with how I am doing. I am not just “the client”, I am a friend. As someone who has worked in multiple countries, CDD has supported me wherever I lived and as my stages in life have changed over the years. Their investment strategy is sound, well-grounded and I enjoy the regular updates they send explaining their thought process and insights on the global economy. I have and continue to recommend them to multiple friends and colleagues.

5 /5 N B: We are beyond thrilled with the clarity and understanding we have now after working with Tyler Chacon regarding our financial questions. My husband and I were unsure on if we should sell our current home to pay off debt or keep it and rent it out. Tyler created a detailed document laying out the financial picture of both choices and explained it fully to us. He made it so easy for us to understand! We feel so empowered now with this knowledge and confident in our decision. We are so thankful for his services. We highly recommend Chacon Diaz & Di Virgilio Wealth Management!