DIPAOLO FINANCIAL GROUP, INC.
SEC RegisteredThe DiPaolo Financial Group Difference
About the firm
DiPaolo Financial Group is a client-centered financial advisory firm based in Lutz, FL, committed to helping clients work toward their financial goals and achieve a 'less stress' retirement. The firm strives to provide impeccable client service to help reduce taxes, protect assets, and safeguard clients' lifestyles for a lifetime. It serves the greater Tampa Bay area, including Hillsborough County, Pinellas County, and Pasco County.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial services and strategies tailored to individual needs and goals, including investment products and strategies aimed at reducing taxes, protecting assets, and planning for retirement. The firm also offers educational events and community financial education.
Who they serve
Individuals seeking retirement planning and financial guidance, primarily in the greater Tampa Bay area including Hillsborough County, Pinellas County, and Pasco County.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 335 | $73M |
| High Net Worth Individuals | 73 | $95M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DIPAOLO FINANCIAL GROUP, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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