A true visionary, Mr. Diliberto developed a system and process for formal financial life planning that he began using with clients in 2000. He did this after discovering that he was able to help the clients he knew best and had known the longest uncover what was truly important in their lives. By asking certain questions and using other behavioral finance tools, in many cases he has helped clients realize why they made certain decisions that were destructive to their financial well-being. A former president of the Financial Planning Association, Mr. Diliberto is a frequent speaker at adviser events.
To read the full profile, click here
(View the entire online package for InvestmentNews' 15th anniversary issue)