wiseradvisor

Rick DiBiasio, CFP®
Latitudes Financial Strategies

Tel: 407-909-1033
120 West 6th Ave
Suite E
Windermere, FL 34786
Latitudes Financial Strategies | Financial Advisor in Windermere ,FL


About Latitudes Financial Strategies

At Latitudes Financial Strategies we have developed a collaborative investment process that helps us to create a portfolio for each of our clients that is as unique as they are. We dont believe in using computer generated, one size fits all packages of investments. As investment fiduciaries, we design our advisory accounts to utilize our vast experience and expertise to create a portfolio that is representative of your long-term goals, your values, and your unique situation. How do we do it?

Think of us as Concierge Level Wealth Managers. It's almost impossible to do business in Central Florida and not understand how powerful a Great Guest Experience is. Here at Latitudes we provide individualized and customized strategies to help our clients pursue their goals by being approachable, responsive, creative, and diligent at what we do. Think of us as your financial services boutique providing concierge level service, you deserve it! If you are tired of one size fits all financial solutions, come talk to us, set up an appointment right here on the website.


General Information

Gender:   Male
Name of Broker/Dealer:   LPL FINANCIAL LLC
States Licensed in:   FL, NY, TX, GA, PA,
Number of Years with Current Firm:   15
Work Experience:   Having worked at traditional Wall Street brokerage firms, a regional investment firm, and for a bank, Rick has learned that the financial services industry can be a humongous marketing machine or a valuable ally to investors. He created Latitudes Financial Strategies to be a fierce advocate for the individual investor, specializing in retirement planning. "At Latitudes Financial Strategies we have developed a collaborative investment process that helps us to create a portfolio for each of our clients that is as unique as they are. We dont believe in using computer generated, one size fits all packages of investments. As investment fiduciaries, we design our advisory accounts to utilize our vast experience and expertise to create a portfolio that is representative of your long-term goals, your values, and your unique situation. How do we do it?

Think of us as Concierge Level Wealth Managers. It's almost impossible to do business in Central Florida and not understand how powerful a Great Guest Experience is. Here at Latitudes we provide individualized and customized strategies to help our clients pursue their goals by being approachable, responsive, creative, and diligent at what we do. Think of us as your financial services boutique providing concierge level service, you deserve it! If you are tired of one size fits all financial solutions, come talk to us!"
Advisory Services Provided:   Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning


Services

Investment Types:   Annuities, Mutual Funds, Options & Futures, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Phone, Video Conference, Via Email, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life


Firm Information

Advisor's Number of Clients:   150
Advisor's Number of Managed Clients:   150
Advisor's Number of Planning Clients:   150
Assets Managed by Advisor:   $50,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Flat Fee
Fee % Based on Assets:   1.0%
Minimum Fee Charged for Managed Accounts:   $2500


Education

Bachelor of Science - Business Management  Palm Beach Atlantic - Palm Beach Florida
09/02/1974-5/13/2013



Faqs

  • Why should I choose you as my financial advisor? I believe this: some people click and some people don't. A good advisory relationship is like a friendship. You want trust advice, not a sales pitch and I believe that process begins with me being a good listener. Once we get to know each other, I like to invest slowly, over time, using a patient systematic approach that let you feel like we are in control and working collaboratively.
  • What are your qualifications? What is your education background? I am a Certified Financial Planner Practitioner with 36 years experience in personal finance.
  • How are you compensated? How will I pay for your services? work on Depending on what is in the best interest of our client (and their preference) we have a variety of ways of being compensated. As fiduciary advisors we discuss all of these compensation options with our clients before we do any work for them. We prefer to work as investment managers as advisors, but we also offer flat rates for financial and retirement planning and occasionally we are compensated as brokers. All of this is explained before we proceed.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? Yes, all of our portfolios are custom designed and we discuss how active you'd like to be in the investment process.
  • Will you be the only person working with me? Yes, my clients speak directly with me and have my personal cell phone number.
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Disclaimer

Securities and Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Rick DiBiasio

Rick DiBiasio

CFP®

Rick DiBiasio CFP is the father of 3 grown daughters and 1 son, he also has 4 grandsons and 2 Granddaughters (so far.) If he isn't in the office, you'll probably find him playing tennis with his buddies, out pedaling his bicycle somewhere in the Florida countryside, or playing with his beloved Old English Sheepdog, Maggie. Rick has taught classes in improvisational comedy and performed at SAK Comedy Club in Orlando. He is known as a less than adequate guitar player. He's the author of The Retirement Dilemma and The Affluent Artist (forward by Jack Canfield).

Rick has worked in New York, for a major brokerage firm, he's been a manager in a regional investment firm, and at a bank investment firm. He founded his own firm, Latitudes Financial Strategies, because he wanted to focus on individual wealth management as an advisor and fiduciary. He is a Certified Financial Planner Practitioner focused on retirement planning. As an Orlando area resident Rick is dedicated to serving many executives and their families from the local theme park and hospitality industries. His success as an advisor is due to his approachability and ability to make financial concepts understandable and relatable. As an independent advisor, he works for his clients, acting as their trusted family advisor. "I've been lucky enough to have been in the financials services industry for over 36 years, and I've watched the concepts that I preach about investing work for many families." As a widower, Rick also understand the grieving and estate planning process, he understands that life does not always go as planned.

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My Services

Portfolio Management

We strive to help Orlando Executives and Professionals make work optional. We use a comprehensive process to help our clients address each of their five key concerns: Making Informed Decisions About Their Money, Mitigating Taxes, Taking Care of Heirs, Asset Preservation Strategies, Magnifying Charitable Gifts We help our clients seek to maximize the probability of achieving everything that is most important to them.


Retirement Planning

We strive to help Orlando Executives and Professionals make work optional. We use a comprehensive process to help our clients address each of their five key concerns: Making Informed Decisions About Their Money, Mitigating Taxes, Taking Care of Heirs, Asset Preservation Strategies, Magnifying Charitable Gifts We help our clients seek to maximize the probability of achieving everything that is most important to them.


Wealth Management

We strive to help Orlando Executives and Professionals make work optional. We use a comprehensive process to help our clients address each of their five key concerns: Making Informed Decisions About Their Money, Mitigating Taxes, Taking Care of Heirs, Asset Preservation Strategies, Magnifying Charitable Gifts We help our clients seek to maximize the probability of achieving everything that is most important to them.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Central Florida Orlando
Windermere Winter Garden
Oakland Clermont

Social Networks

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