Tony D’Amico participated on a panel of advisors who addressed the National Association of Personal Financial Advisors (NAPFA) on the topic of good client communications. Tony shared reasons for establishing the Wealth & Life podcast and how that topic of conversation is resonating with current and prospective clients. He also shared how a constant stream of educational webinars and other information produced by Fidato Wealth has helped clients and interested others to understand the important dynamics – financial, social, physical – that we are living through, collectively, right now.
Fidato Wealth Welcomes Marissa Beyer, CFP®, to the Team
Fidato Wealth has added an experienced financial advisor, Marissa Beyer, CFP® to the team. Fidato Wealth is providing an array of helpful materials on their freshly renewed website, www.FidatoWealth.com. The Learning Center offers recorded webinars and registration links for virtual retirement planning classes. The Wealth & Life podcast focuses on financial life planning principles.
Fidato Wealth Recognized by Financial Advisor Magazine as a Top Investment Advisor
Fidato Wealth, an Ohio Registered Investment Advisor, has been named to Financial Advisor magazine’s 2020 Top RIA Rankings. Founded by CEO Tony D’Amico, CFP®, Fidato Wealth is an independent, fee-based financial advisory firm that provides comprehensive financial planning and wealth management for successful families, individuals and professionals. The ranking is based on assets under management and comprises more than 700 firms. To be eligible, firms must be registered investment advisors and provide financial planning services to individual clients.