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Tyler C
CFP®, Series 66
Gainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
Tyler Chacon is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Chacon Diaz & Di Virgilio Wealth Management, LLC since 2018. His prior experience includes roles at Tapfin/EY, Cetera Investment Services, and Gte Federal Credit Union. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and also provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach primarily using U.S.-listed ETFs and manages held-away retirement plan participant accounts through a third-party platform.
James D
Series 66
Gainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
James Divirgilio is a financial advisor with Chacon Diaz & Di Virgilio Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with the firm since 2010. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach primarily using ETFs, and offers discretionary portfolio management alongside comprehensive financial planning.
Lisa C
Series 66
Gainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
Lisa Chacon is a financial advisor with Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL. She holds a Series 66 designation and has 18 years of industry experience, including 16 years with her current firm. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The four-advisor team employs a rules-based, total-return momentum and trend investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning services.
Guillermo D
Series 63, Series 66
Gainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
Guillermo Diaz is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the firm since 2010. Outside of his advisory role, he serves as Treasurer for Micanopy Charter School, overseeing the school's finances. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The four-advisor team employs a rules-based, momentum and trend-driven investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning.
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