Lisa Chacon
Co-Founder at Chacon Diaz & Di Virgilio | Gainesville, Florida, United States
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Lisa Chacon, as Co-Founder of Chacon Diaz & Di Virgilio, brings a wealth of expertise and a unique perspective to the financial advisory landscape. With her background as a Certified Financial Planner and a seasoned entrepreneur, Lisa has dedicated her career to empowering clients through sound financial strategies and personalized wealth management solutions. At Chacon Diaz & Di Virgilio, an independent Registered Investment Advisor (RIA) and fee-only fiduciary firm, she champions a client-first approach that prioritizes transparency and integrity. This commitment ensures that clients receive unbiased advice tailored to their individual financial goals without the influence of product sales or commissions.
Under Lisa's leadership, the firm has undertaken several key projects aimed at enhancing financial literacy and fostering long-term client relationships. One notable initiative is the development of comprehensive financial planning workshops that cover essential topics such as budgeting, forecasting, and asset management. These workshops not only educate clients but also empower them to make informed decisions about their financial futures.
Lisa's expertise in financial analysis and cash management further solidifies her role as a trusted counselor and public speaker. Her ability to distill complex financial concepts into accessible language resonates with diverse audiences, making her a sought-after speaker at industry conferences and community events. As a proud grandmother of four, Lisa also emphasizes the importance of generational wealth planning, helping families create sustainable financial legacies for future generations. Through her work at Chacon Diaz & Di Virgilio, Lisa Chacon continues to inspire and guide clients toward achieving their financial aspirations with confidence and clarity.
Co-Founder at Chacon Diaz & Di Virgilio in February 2009 to Present
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Certified Financial Planning
Wealth Management
Budgeting & Forecasting
Financial Analysis
Asset Management
Cash Management
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Discover more about Chacon Diaz & Di VirgilioWhat is Lisa Chacon email address?
Email Lisa Chacon at [email protected] and [email protected]. This email is the most updated Lisa Chacon email found in 2026.
What is Lisa Chacon phone number?
Lisa Chacon phone number is +17272158765 and +16197817947.
How to contact Lisa Chacon?
To contact Lisa Chacon send an email to [email protected] or [email protected]. If you want to call Lisa Chacon try calling on +17272158765 and +16197817947. (updated on October 24, 2024)
What is Lisa Chacon net worth?
Lisa Chacon has an estimated net worth of $100,000 to $149,999
What company does Lisa Chacon work for?
Lisa Chacon works for Chacon Diaz & Di Virgilio
What is Lisa Chacon's role at Chacon Diaz & Di Virgilio?
Lisa Chacon is Co-Founder
What industry does Lisa Chacon work in?
Lisa Chacon works in the Financial Services industry.
Lisa Chacon Email Addresses
Lisa Chacon Phone Numbers
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