Jeffrey Puglia, CFP®│Member of Financial Planners Association

Home / Jeffrey Puglia, CFP®│Member of Financial Planners Association
jeff1

Jeff has spent his entire career helping individuals with their financial planning needs since graduating from Susquehanna University in 1994 with a BS in Finance. He has experience working for several national broker dealers and a regional bank, and has since established his own firm, Black Diamond Financial Solutions, Inc. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has also earned the Wealth Management Specialist designation from Kaplan University. As well, he is a Certified Divorce Financial Analyst earned through the Institute for Divorce Financial Analysts.

Jeff works with non-profits, business owners, professionals, retirees and pre-retirees to develop comprehensive financial plans that include retirement and estate planning strategies, portfolio construction and risk management. Black Diamond Financial Solutions also incorporates Wealthvision Planning Software to facilitate viewing and updating of a personal client website. Wealthvision enables our firm to monitor all of a client’s assets and financial documents that they wish to share with our financial team on a daily basis.

Jeff currently resides in Milford, DE with his wife Andrea and two children, Laci and Roman. He is an avid baseball memorabilia collector. He is the Founder and President of Salute Our Soldiers, Inc., a non-profit organization whose mission is to provide relief for wounded soldiers and their families, as well as the support for the families of the troops stationed at the Dover Air Force Base, many of whom rotate into Afghanistan and the Middle East.

Member of the Board of Directors for the Central Delaware Chamber of Commerce.

Speak to An Advisor

Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.

  • This field is for validation purposes and should be left unchanged.

Sign Up to Receive Our Newsletter