Experience That inspires confidence

Mr. DiSimone began his career in the financial services industry in 2009 and has been with the Coughlin Group since 2013. He received a B.A. in economics with a minor in philosophy from Rutgers University.  Mr. DiSimone assists corporate executives with the evaluation of their equity compensation and how those awards affect their overall financial plan. As a CERTIFIED FINANCIAL PLANNER™, Mr. DiSimone assists clients with financial planning, diversification and reinvestment strategies.  He also specializes in 10b5-1 plans, block trading and the sale of restricted stock.

Accomplishments

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education

  • BA - Rutgers University

Licenses

  • Series 7, Series 66, Life and Health Insurance License

Registered States:

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY