Nick Vali is an Associate Partner and Wealth Manager at Diamond State Financial Group. Nick graduated from The University of Delaware’s Lerner College of Business and Economics, with a Bachelor of Science degree in Marketing and minor in Economics. He currently holds his Series 7, Series 66 registrations, as well as his Life and Health Insurance licenses.
Nick appreciates the contributions of small business owners, medical professionals, and (pre)retirees to the community, and specializes in creating innovative strategies to help overcome the unique challenges these individuals face. These specialties include:
Nick is passionate about helping his clients and strives to build a reputation founded on honesty and integrity. Having a passion for solving the puzzle presented by each client, Nick firmly believes that a comprehensive approach, integrating all aspects of one’s financial life, is critical to creating a roadmap to financial independence. Through his strategic approach to wealth management, (pre) retirees and business owners are accustomed to hands-on support, extensive resources and a team of committed financial experts throughout the experience.
Nick is a Registered Representative and Investment Advisor Representative of Cetera Investment Advisers LLC.
Nick resides in Middletown, Delaware, with his wife Melissa and daughter Gianna. In his spare time, he enjoys golf, the company of friends and family, and revels in travelling abroad.
*Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
We believe in the power of personal relationships and focus on one thing - the needs of our clients.
Since 1989, Diamond State Financial Group has been committed to helping our clients improve their long-term financial successes. We make available a wide range of quality financial products and the advice and expertise of highly qualified financial professionals.
It is because of you, each of our associates have been carefully selected based on their knowledge, experience, and desire to deliver an exceptional client experience. Our team adheres to a vigorous, continuing educational program to provide clients with current and relevant financial perspectives.
We are proud to be an independent financial services firm as it allows us the freedom to provide our clients with objective advice. We are focused on recommending products and services based solely on the needs of our clients.
Whether or not to establish a relationship with a financial professional is a decision that deserves careful consideration. You can trust we are committed to helping you accomplish your long-term financial goals.
Diamond State Financial Group is also located at 200 E. State Street, Suite 303, Media, PA 19063.
Matthew Evans
Financial Advisor
Matthew Evans is a Financial Advisor at Diamond State Financial Group. He graduated from the University of Delaware Alfred Lerner College of Business with a Bachelor of Science Degree in Finance. Matthew earned his Series 7 and Series 66 registrations, as well as his Life and Health Insurance licenses.
Matthew works closely with hard working professionals to establish a custom financial strategy that will allow his clients to reach and exceed their short, intermediate, and long-term goals. He specializes in working with medical professionals, young professionals, and folks nearing retirement to help ensure them a long, stress-free retirement. Matthew treats his clients like his own family and recognizes the importance of educating his clients about financial products and markets, as transparency and trust are the foundation of every advisory relationship.
Matthew is a Registered Representative and Investment Advisor Representative of Cetera Investment Advisers LLC.
Matthew was born and raised in Newark, Delaware, and still resides there currently. While attending the University of Delaware he started up, and successfully grew and was running his own business full-time, eventually selling it at the beginning of 2019. In his spare time, he enjoys playing sports, watching sports, namely the Eagles, Phillies, and Sixers, as well as spending time with his friends and family.
Diane Hantzandreou
Financial Planning Resource Center
Diane Hantzandreou is an Associate at Diamond State Financial Group. She graduated from Goldey Beacom College with a Bachelor of Science in Business Administratiom, with a concentration in Marketing. She has over 15 years of experience in the Insurance Industry, as well as customer service. Diane's role is to service all of DSFG's Financial Planning clients. She will work with the Financial Advisors to help organize clients, develop action steps and monitor them to their completion.
In her free time, Diane is on the Marketing committee at the International Montessori School, Wilmington location. Her hobbies include wine tasting, working out and designing items for her Etsy shop. Her favorite pastime is spending time with her husband George and daughter Alexandra.
Aanal Patel
Financial Planning Resource Center
Aanal Patel is an Associate at Diamond State Financial Group. She graduated from Campbell University with a Bachelor of Science degree in Computer Science/Computer Information Systems. She has over 6 years of working experience in the Insurance Industry and has her Life/Health Insurance License.
Aanal's role is to service all of DSFG's Financial Planning clients. She will work with the Financial Advisors to help organize clients, develop action steps and monitor them to their completion.
In her free time, she enjoys traveling, cooking, working out and spends most of her time with her son, Krish.
General Information |
| Firm Start Year: | 1989 | |
| No. of Employees: | 50-99 | |
| Name of Broker/Dealer: | Cetera Investment Advisers LLC |
| States Licensed in: | DE |
| Work with the following types of clients: | Individual Investors, Non-Profit Organizations, Businesses |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Insurance Products & Annuities |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Email, Your Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Flat Fee, Commissions |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0L06011. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
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
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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