MICHAEL DIPIERO

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MICHAEL DIPIERO

INVESTMENT SPECIALIST

ABOUT

  • EDUCATION

    Mike is a graduate of the University of Kansas with a Bachelors degree in Economics and a Minor in Business. As part of his ongoing education, Mike continues to read many investment books and market research studies to stay on top of the ever changing world of investments. In his past role, Mike also presented to thousands of financial advisors, educating them on the markets through accredited courses for continuing education credits.

  • PROFESSIONAL EXPERIENCE

    As an Investment Specialist, Mike serves as a trusted fiduciary for Coltiva Wealth’s clients. Mike helps our clients to make prudent, educated decisions about their financial well-being in order for them to achieve financial freedom. Mike enjoys partnering with clients to help educate them on how we can optimize their portfolio to best meet their goals while minimizing risk.

     

    Mike begin his career in the financial industry in 2007 as a financial advisor with Dynasty Wealth Management. He has spent the last six years working with hundreds of financial advisors to help them build better portfolios for their clients. During this time Mike has consulted on a wide range of cases including numerous Ultra High Net Worth clients, as well as partnering with many advisors who manage in excess of $1 billion of assets.

  • PERSONAL

    Mike lives in Chicago. When he is not diving into financial commentary and market data, Mike can be found on a golf course (usually in the rough)or cheering on either his Kansas Jayhawks/World Champion Chicago Cubs! Mike has also enjoys traveling, hiking, and visiting wineries.

  • FUN FACTS

    Favorite Food : Thai

    Favorite Book : “Freakonomics” – Steven Levitt and Stephen Dubner

    Favorite quote : “Your net worth to the world is usually determined by what remains after your bad habits are subtracted from your good ones.” – Benjamin Franklin

    Wants To Visit : Cinque Terre, Italy

THE REST OF OUR GREAT TEAM

ADAM PAOLI SR.,CLU®

FOUNDER & LEAD STRATEGIST

JUDITH GARBER, CPA

FINANCIAL STRATEGIST

MARY JACKSON

NEW BUSINESS COORDINATOR

CHRISTINE OLENIK

FIELD SUPERVISION SPECIALIST