James Di Virgilio

CIMA®, CFP®
Personal Finance, Retirement, Investing
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“James is the co-founder of Chacon Diaz & Di Virgilio, an independent Registered Investment Advisor (RIA) and fee-only fiduciary wealth management firm that works with clients across the United States. ”
Firm:

Chacon Diaz & Di Virgilio

Job Title:

Co-Founder

Biography:

When we created the firm, we sought to build an advisory experience that was solely and entirely focused on what was best for our clients. Today, that vision has made us a recognized leader and pioneer in our field. As an independent, fee-only, fiduciary wealth management firm, we do not sell products and we do not accept any commissions, allowing nothing to influence our independence and objectivity. As a result, our advice is always unbiased and free from conflicts of interests.

Designations

-Certified Investment Management Analyst®, CIMA® (2% of investors hold this certification)

Successfully demonstrated at least three years’ of acceptable experience in investing and passed two levels of certification exams, each with an average first-time pass rate of less than 60%. In addition, attended and completed the education program, through The Wharton School,  University of Pennsylvania.

-Certified Financial Planner™, CFP® (20% of planners hold this certification)

Successfully demonstrated at least three years’ of acceptable experience in financial planning, completed 6 graduate school level courses, and passed a rigorous ten-hour exam certification exam (63% pass rate).

Professional Activities

-Adjunct professor and regular lecturer at the University of Florida, working with the College of Pharmacy, the University Athletic Association, the College of Engineering, and the Warrington College of Business, among others.

-2016 University of Florida Outstanding Young Alumni Award Winner (1 of 24 across the entire University) The award is given to those who have distinguished themselves in their profession and community, and have had a significant professional accomplishment on the State, National, or International Level.

-Judge for Entrepreneurial and Business competitions held at UF, and a mentor for Entrepreneurs in the community.

-Past President of the Board of Trustees for the Gainesville Sports Commission, an organization that brings millions in economic benefit to the Gainesville community through sports tourism.

Education:

MS, The University of Florida
BSBA, The University of Florida

Assets Under Management:

$70 million

Fee Structure:

Fee-Only

CRD Number:

5141951

All Articles
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December 2016
    Investing, Asset Allocation
January 2017
    Asset Allocation, Personal Finance
November 2016
    Insurance
December 2016
    Retirement Plans, Retirement Savings
December 2016
    Investing, Stocks

All Answers
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    Real Estate, Taxes
What are the tax implications of selling my primary residence and moving into my second home?

No, you wouldn't be subjected to taxes on your profit.

You could sell your primary residence today and get $250K in capital gains profit protection if you are single, and $500K if you are married. Then, if you lived in your "second home" for 2 years, or 2 of the next 5 years, you could do it again. And you could keep repeating this process because there isn't a limit.

You can find more info here

February 2017
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Should my extra income go towards my 401(k), Roth IRA, or non-retirement account?
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What should I do with my 401(k) when I leave for grad school?
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February 2017