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Tony DiMaso, CFP®

Tony DiMaso, CFP®

Senior Wealth Advisor

Tenure

I joined Guidant Wealth Advisors in 2008

Role

As a Senior Wealth Strategist, I assist families, individuals, and companies in creating and maintaining a long-term wealth management strategy to pursue their financial goals. I offer guidance and advice within the areas of custom financial goals and projections; portfolio design; risk management; liquidity strategies; estate planning.

Using a conservative and long-term approach, I focus on strategies that seek the preservation and growth of net worth, while coordinating multiple financial objectives

Education

DePaul University - Bachelor's degree in Finance.

Accreditations

CFP®