Anthony Dinverno, CFP®
What skills or characteristics make you uniquely qualified for this work?
I have an engineering background, which nicely contributes to the financial side of what I provide for our clients. My charismatic personality helps balance out the number crunching/engineering side of me
What is the one thing you wish every person knew when making financial decisions?
Fees and performance are an important part of any financial decision, however having someone give you non-biased feedback and act as a sounding board can be just as, if not more beneficial.
What is one thing that we would be surprised to know about you?
I married a woman that I grew up only living a few blocks away from, attended the same church and high school with, but we never met until after we both graduated college.
Who in your life has influenced your career choices?
Both of my parents are my role models, however, my father, Armond Dinverno, has influenced my career choice the most, not by encouraging me to join BDF, but rather by encouraging me to try other careers. Their love for each other and our family is unsurpassed, and that is something I strive for every day.
With the precise, problem-solving mindset of an engineer and genuine care for people, Anthony Dinverno considers the full range of emotional and financial factors to help business owners and their families make sound, financial decisions.
Anthony is grateful to his father, BDF co-founder Armond Dinverno, for encouraging him to explore alternate career options. During his years as an engineer with an HVAC firm in suburban Chicago, Anthony enjoyed building systems to precise specifications, but he missed direct interaction with the people who ultimately benefited from those designs. As a result, he has grown a special appreciation for the personally rewarding work of financial planning. “I get to problem solve and interact with people on a regular basis. I’m excited to come to work every day.”
As a Wealth Manager, Anthony brings his experience to help business owners and entrepreneurs reap the benefits of their life’s work. He first seeks to understand their vision for the future, and then he works closely with the client to design a financial plan that will bring it to life. This plan is the guide against which Anthony helps the business owner weigh each personal and business decision—from saving for kids’ and grandkids’ education to deciding whether to sell the business to an employee, family member, or third party.
The transition of the business is a watershed event for a business owner and one that Anthony helps to make easier. Business owners often have some anxiety over how much they need to get for the business to fund their retirement and enjoy a full life. By showing the effects that various deal structures could have on their financial goals, Anthony empowers owners to choose the right deal for them.
Anthony also helps to prepare business owners for life after the deal. One of his main focuses is ensuring that clients are retiring to something and not just from something. Additionally, he educates them about their options regarding how and when to take distributions from their various investment accounts.
Anthony received his BA in engineering with a minor in business from the University of Illinois at Urbana-Champaign. He earned his Certified Financial Planner™ certification through the DePaul University School of Continuing and Professional Education. As a member of the Financial Planners Association, he attends conferences regularly to learn from and share best practices with other members of the wealth management community.
If you need the peace of mind that comes from knowing an astute financial advisor has developed a plan for you and is managing your investments, contact Anthony.