CRAIG RONCAIOLI, ChFC®
President
craig@difiduciallc.com
877-845-7724
15 North Main Street., Suite 100, West Hartord, CT 06107
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Whether it is planning for a child’s education, a fulfilling retirement or dealing with the emotional and dynamic issues of estate planning, Craig believes there is no substitute for an advisor who can weave together the technical and the personal. Craig has more than 30 years doing exactly that for his clients.
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Craig began his financial services career in 1984 after stints in teaching, coaching and in the corporate world with Procter & Gamble and Johnson & Johnson.
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He holds a bachelor of science degree from the University of Connecticut, has studied at the Clark Graduate School of Management and earned his Chartered Financial Consultant certificate from American College.
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He is an avid fan of the University of Connecticut Huskies; his three children; his wife, Karen; the game of golf and almost any activity that helps him stay fit. He enjoys competing in road races, triathlons along with his family, as well as the occasional golf tournament.
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He lives in West Hartford, Connecticut, with his wife and, when they are home, his children: Kyle, Connor and Casey.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARY PROMISE
