Luca D'Italia in

Luca D'Italia

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CERTIFIED FINANCIAL PLANNER™️ at Independence Financial Advisors, LLC
📍 Concord, New Hampshire, United States

Luca is a Senior Vice President and CERTIFIED FINANCIAL PLANNER™️ at Independence Financial Advisors, bringing over 12 years of experience. A Keene State College graduate with a B. A. in Economics, he is noted for his unwavering commitment to helping clients achieve their financial goals through comprehensive planning and portfolio management.

His academic background suggests an interest in the intersection of sports and finance, having participated in undergraduate research on the economics of athletics while at Keene State College. He is also a licensed insurance agent in New Hampshire.

He operates by the motto: "Patience, Perspective and Discipline - Anyone can do anything with those three virtues. "

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Experience
16 Years
Current Role
CERTIFIED FINANCIAL PLANNER™️
Location
Concord, New Hampshire, United States
Personality Overview

How Luca shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Luca cares about

Comprehensive Financial Planning
As a CFP® professional, he is dedicated to creating results-driven financial plans for families and businesses, covering everything from investments to insurance.
Wealth Management
He has extensive experience in managing investment portfolios, regularly reviewing client accounts to ensure alignment with their objectives and risk tolerance.
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Career

Work history

6-2015
CERTIFIED FINANCIAL PLANNER™️
Independence Financial Advisors, LLC
11-2013 - 6-2015
Investment Consultant
TD Ameritrade
6-2012 - 11-2013
Wealth Advisor
Morgan Stanley
6-2011 - 5-2012
Financial Services Officer
TD
8-2009 - 8-2011
Financial Advisor
Waddell & Reed
In the press

Media appearances

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Education
2006 - 2009
B.A.
Keene State College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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