Chacon Diaz & Di Virgilio is an independent, fee-only fiduciary firm that is legally and ethically obligated to always do what is in your best interest. Since our founding in 2009, we have helped people successfully plan for their future, and we can do the same for you. No matter your life stage, optimal financial planning gives you the best chance to reach your goals and maximize your resources.
Uncover All Of Your NeedsYou are unique. We discuss your desires, goals, and needs, including those needs that you aren’t even aware you have. No detail is missed, and no stone is left unturned.
Define Your Financial Values and Goals
What’s important to you? Living well in retirement, planning for your children, giving to charity, or anything in between. If you aren’t sure what you value, or what you should value, we help you discover the best path for you.
Determine and Implement the Best Strategies
Rest assured that no matter what your financial situation is we will assess and analyze all of the options, determining the best course of action for you and then putting that plan into action.
Ensure That Everything Remains Optimal
Our work is never done, as you and the world around you are always changing. We proactively manage your financial plan, adjusting the strategy and plan when needed to make sure that you continue to get optimal results.