ABOUT US

Franco DiLiberto, CPA, CFP®

Manager, Wealth Management Services

fgd@fairwaywealth.com

In my role as a Manager, Wealth Management Services I provide relationship and technical support for Fairway’s clients and lead client advisers by preparing client deliverables, including investment performance reports, retirement cash flow forecasts, and income tax projections.  This includes utilizing all of firm’s software capabilities, especially the Black Diamond wealth platform, NaviPlan financial planning software, and BNA tax planning software.  In addition, I provide support during client meetings and through other client communications.  I am also involved in servicing the next generation of the firm’s clients.

I began my career in 2013 at Hobe & Lucas in Independence, Ohio.  I specialized in tax preparation and planning, while also serving clients in several industries, including wealth management.

During 2019, I completed the requirements needed for becoming a Certified Financial Planner, which adds to my CPA license.  This combination provides me with the background knowledge and skill set to advise clients on a variety of subjects that relate to building a comprehensive financial plan. Professionally, I am energized by the opportunity to assist clients in reaching their financial goals.

Since 2020, I have become more involved with servicing some of the firm’s Family Office Clients.  My CPA/CFP background, along with my knowledge of Excel and Quickbooks, provides me the skill set necessary to assist family office clients with their short-term and long-term needs.

I am a long-time Hinckley resident, and when I am not on the golf course or basketball court, you can find me watching Cleveland sports with family and friends while enjoying some good Italian food.