| James J. Di Gesu, CPA, PFS
BelPointe Wealth Management / Greenwich, CT
As a wealth advisor with more than 25 years of experience, Mr. Di Gesu’s expertise lies in providing integrated wealth management, including comprehensive personal financial planning, income tax planning and investment management to senior corporate executives, owners of closely held businesses, professionals, retirees and their family members to assist them in achieving goals and making financial life decisions.
Mr. Di Gesu excels at providing advice to senior executives on their company compensation and benefit plans, including stock performance plans, stock option exercising and restricted stock planning, pension and deferred compensation plan analysis and the related income tax and investment strategies.
As a father to a daughter with disabilities and special needs, he is passionate to provide special needs planning seminars and planning services to families of children with special needs. Mr. Di Gesu also provides advisory services to small business owners regarding their company pension and employee retirement plans.
Mr. Di Gesu has taught as a professor of Finance at Felician University School of Business, MBA program. In addition, he has presented seminars on various topics of personal tax and financial planning to individuals, including senior corporate executives, owners of small businesses and their employees.
Mr. Di Gesu has authored technical articles for professional publications in the tax and personal financial planning fields and has also appeared on network television as a guest consultant on personal tax and financial planning topics, including CNBC, CNN Headline News, CBS News and FOX Network. |