In his position as Director of Planning, Chris DiPietro works closely with the company’s financial advisors, developing plans that align with the dreams and aspirations of the relationships we serve. He also has responsibility for preparing and processing new business for the company, handling service requests, and participating in review meetings with BFG relationships.
Knowledgeable and reliable, Chris acts with integrity in all that he does. Chris consistently seeks out new knowledge and does so not only for his own professional and personal growth, but in order to make a greater impact on the relationships he has been called to serve. When asked what Chris likes most about being a part of Brooks Financial Group, he replied, “Brooks Financial Group brings unrivaled servant leadership to its clients and the community, and I enjoy working with colleagues who share the same values and passion for serving others.”
Chris graduated from Calvert Hall College High School in 2012 before going on to earn his Bachelor of Science degree in Finance from Towson University in 2016. He was active in the Towson University Investment Group and was president of the Men’s Golf Club.
Chris also holds his Series 7 license, is licensed to provide Life and Health insurance in Maryland and will soon be sitting for the Certified Financial Planner (CFP®) exam.