Di Giulio Finance
Financial Services - Newport Beach, California, United States
Di Giulio Finance Employees
Di Giulio Finance Details
Our President Michael J. Di Giulio has a goal to help assist all of his clients in achieving complete Financial Independence. As a Financial Services Professional Michael builds strategies to help his clients maximize their net worth and minimize taxes throughout their lifetime. Michael works with a team of advisors including CPAs, Estate Planning Attorneys, and Business Consultants who can provide the following services to design custom-tailored strategies for successful Individuals, Entrepreneurs, Families, and Business Owners.Michael is a 2021 member of MDRT, The Premier Association of Financial Professionals®Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world's leading financial services professionals from more than 500 companies in 69 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the financial services business.Listed are the services that Michael & his team provide:- Retirement Planning- College Planning- Estate Planning- Tax Planning- Employee & Executive Benefits- Insurance (Health, Disability, Life, & Long-Term Care)
