About Me

Robert "Bob" DiCarlo is an associate of Cole Wealth Management, LLC.  Bob works extensively in all areas of comprehensive financial planning including, Retirement, Education, Investments and Tax Strategies for individuals and small businesses. Bob has been an Arizona resident since 2000 and resides in Scottsdale.

He enjoys being active in the community and serves as President of Phoenix Business Referrals. Bob is a supporter of Society of St. Vincent de Paul and Phoenix Children’s Hospital. He enjoys cooking, gardening, tennis, and travel. He treasures time at home with his wife Karen along with their rescue dogs Sasha and Oskie.

Prior to joining Cole Wealth Management, Bob spent three years advising clients as a Personal Financial Advisor for Ameriprise Financial, Inc.  There, he was awarded the prestigious "Mercury Award".  

Education

Bob is Series 7, 65 and 66 licensed by the National Association of Securities Dealers and holds various state insurance and securities licenses.  He earned his Chartered Retirement Planning Counselor (CRPC®) designation from The College for Financial Planning in 2010 and has graduated Cum Laude with a B.S. in Financial Planning from Colorado Technical University Online, June 2012.