How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Joseph Di Biasi MBA

Managing Partner IAR


Joe Di Biasi is Chief Executive Officer of Life Certain Wealth Stategies. Joe has over 20 years of experience in the financial industry and is skilled in Portfolio Management, Risk Management, Financial Planning, Life Insurance and...

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Leor Getzel AIF

Wealth Advisor IAR


Leor Getzel, AIF has over 15 years in the financial services industry.  He has the skills, knowledge and experience required to help meet his client's established goals.  His personal goal is to become a lifetime resource for...

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