Franco DiLiberto, CPA, CFP®
Manager, Wealth Management Services
I joined Fairway in July of 2017. I continue to 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 the 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.
Since 2022, I have taken on a specialized managerial role in administering our Black Diamond wealth platform and Salesforce CRM interface. In this new role, it’s my goal to find ways to maximize utilization of our firm’s software and to increase the efficiency and automation of our firm’s business processes.
In my spare time, I enjoy being outdoors, playing sports, and spending time with family and friends.