Christopher Diodato
CFA®, CMT®, CFP®
WELLth Financial Planning
Founder and Financial Planner
Christopher Diodato
CFA®, CMT®, CFP®
WELLth Financial Planning
Founder and Financial Planner
WELLth disrupts the financial services with its cutting-edge planning and quantitatively-driven investment strategies, and is also one of the first firms to offer these services for a flat fee. We specifically serve tomorrow's leaders and make goals such as early retirement, passive income generation, and working on your terms a reality. - Christopher Diodato, CFA®, CMT®, CFP®
As a virtual financial planner, we create financial success for our clients both locally (Palm Beach county) and nationwide!
Christopher Diodato is a Palm Beach Gardens, FL fee-only financial advisor serving clients locally and across the country. WELLth Financial Planning provides comprehensive financial planning and investment management to help aspiring professionals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christopher Diodato is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 and balanced lifestyle, and is regularly in a yoga studio, the ocean, or practicing his ballroom dancing. His goal in creating WELLth is to create a hub where professionals and families can obtain advice and guidance on bettering themselves financially without the conflicts of interest so prevalent in the financial services industry. We invite you to learn more about our expert and conflict-free financial planning and investment management services, and look forward to meeting you in the future.
Christopher Diodato is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Financial Planning for a Fulfilling Life
WELLth believes that there is more to people than their net worth.
We guide aspiring professionals and families to financial success while encouraging introspection and self-care along their journey. In addition to maximizing our clients’ wealth, we teach our clients to build healthy, sustainable relationships with their money.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Evidence-Driven Investment Management
- Retirement & Major Purchase Planning
- Debt & Budget Optimization Strategies
- Tax Reduction Strategies
- Comprehensive Financial Planning
Ideal Clients
- Young Professionals
- New Families
- FIRE (Financial Independence, Retire Early)
- Generation X, Y, and Z
- Pre-Retirees
Working Together
- Virtual or In-Person Meetings (local clients only)
- Flat Fees
- No Conflicts of Interest
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Christopher Diodato is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Christopher Diodato is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Christopher Diodato is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Christopher Diodato is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Christopher Diodato is a Chartered Market Technician®Completing the CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. Our market philosophy is grounded in behavioral economics and extends beyond classical pattern recognition techniques to include quantitative approaches to market research and rules based trading system design and testing.
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Christopher Diodato is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Christopher Diodato was Awarded the 2019 Charles H. Dow Award by the CMT Association
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Christopher Diodato is Quoted in the Wall Street Journal: "To Counter Inflation, You’ll Need to Do More Than Switch Brands"
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Christopher Diodato is Quoted on PolicyGenius: "Should you be worried about interest rates going up? It’s complicated"
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Christopher Diodato is Quoted in Fortune Magazine: "Here’s what 8 financial planners say you should do with your money during inflation"
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Christopher Diodato is Quoted in ThinkAdvisor: "How to Replace the 60/40 Portfolio (or Not): Advisors’ Advice"
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Christopher Diodato is Quoted on PolicyGenius: "How to make a financial plan for one & avoid the ‘single penalty’"
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Christopher Diodato is Quoted on PolicyGenius: "These new homebuying startups help you outbid all-cash offers"
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Christopher Diodato is Quoted in ThinkAdvisor: "What to Tell Young Clients on FIRE to Retire: Advisors’ Advice"
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Christopher Diodato is Quoted on GoBankingRates.com: "Is Your House Worth the Mortgage? 10 Ways to Know If You’re Getting Your Money’s Worth"
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Christopher Diodato is Quoted in InvestmentNews: "Tired of being on camera? You’re not alone"
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Christopher Diodato is Quoted on Bleebot.com: "How to be Good at Collectibles"
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Christopher Diodato is Featured on Medium: "Is the Housing Boom a Bubble?"
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Christopher Diodato is Quoted in Investor's Business Daily: "Advisors Position Clients To Capitalize On Changes From Washington"
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Christopher Diodato is Quoted in MarketWatch: "A capital gains tax hike might sink stocks. Here’s how financial advisers and their clients can stay a step ahead."
Contact Christopher Diodato
Office Locations:
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4521 PGA Boulevard
#225
Palm Beach Gardens, FL 33418
