Joe Di Vito has been managing assets for some of Arizona’s wealthiest families, institutions, foundations and charitable organizations since 1992. He holds the CERTIFIED FINANCIAL PLANNER™ certification (CFP®), and attained his designation as Investment Management Analyst (CIMA®) from The Wharton School of Business. He is also an Accredited Wealth Manager (AWM) and Chartered Retirement Plan Specialist (CRPS®).
Joe’s wealth management planning business focuses on asset management, retirement plan consulting, wealth transfer and estate planning. He began his career at Smith Barney, transferred to UBS (formerly PaineWebber) in 1998, and in 2009 joined RBC Wealth Management. Joe focuses on his client’s specific financial goals using a consultative process hiring world-class private and public asset managers. Efficient asset management is at the core of his business.
In 2009 and 2017, Joe was recognized in Barron’s (the Dow Jones business and financial weekly publication) as one of the Top Financial Advisers in the U.S. He was also chosen as a member of the UBS Global Circle of Excellence in 2008, a qualitative measure of the top 75 advisers in the US and top 225 in the world. Joe holds a Bachelor of Science degree in business administration — finance from Arizona State University. He holds several industry licenses (Series 7, 63, 65, and Life/Health insurance).
An Arizona native, Joe is very active in the local community. He has volunteered his time and effort to several charitable organizations, which include the Juvenile Diabetes Research Foundation, Museum of Northern Arizona, and the National Wild Turkey Federation. He is a class XIV graduate of Scottsdale Leadership and has held several board positions with the Scottsdale Active 20/30 Club and the Melonhead Foundation. Joe is a triathlete and loves to be outdoors fly-fishing, hunting, hiking, snowboarding, racing karts and mountain-biking.