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Christopher Diodato (CFA, CFP®)

Christopher Diodato focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Millennials

Additional Information

Christopher Diodato is the founder and lead financial planner of WELLth Financial Planning. Prior to creating the firm, Chris oversaw and directed over $200 million dollars of client funds at an independent financial planning firm in Pittsburgh, Pennsylvania. His experience also includes consulting for high net worth individuals and institutional investment managers as well as financial advising and planning for individuals. Chris has completed the rigorous financial planning and investment management coursework and exams to hold the Certified Financial Analyst (CFA), Chartered Market Technician (CMT), and Chartered Financial Planner (CFP®) designations. He is also one of less than 35 investment professionals to earn the CMT Association’s globally recognized Charles H. Dow Award for his cutting-edge research on pinpointing major stock market bottoms, such as those in 2009 and 2020. Outside of work, Chris enjoys an active lifestyle and can regularly be found exercising, practicing yoga, or taking ballroom and Latin style dance lessons.

NAPFA Start Date

March 04, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4521 PGA Boulevard #225 Palm Beach Gardens, FL 33418 Phone: (561) 972-8011
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