About Us

ethics

doing the right thing

logic

doing what makes sense

Fiduciary Planners Insurance

CALL NOW (714) 421-3023

We find that people make decisions for all sorts of reasons, and common sense or logic, is often not the prevailing reason. Emotion, of course, plays a big role in people's decisions, as do core values, experience, math, age, logic, etc. Ultimately, there is a lot to factor in, which is why working with an experienced CFP and fiduciary is so important.

ethilogical

MISSION

we strive to deliver an objective and ethical standard of service that makes you say, wow!

Alongside a healthy dose of logic, common sense and a planning acumen that factors in a clients core values and goals along with the analytics of a financial plan.

What makes fiduciary planners insurance different?

“We adhere to a high fiduciary standard to assist you in making the best decision for you and your family on everything from no load insurance to long term care or anything in between.”

aj diliberto, CFP

President, Fiduciary Planners Insurance

A.J. DILIBERTO has been in the financial planning business for over 25 years. He started when he was a teenager in the late 80’s and worked with a prominent firm in Philadelphia for almost 20 years. A.J. apprenticed under one of the top financial planners in the country according to several national publications in the 80's and 90's and in 2003 became a CERTIFIED FINANCIAL PLANNER™.

Since moving to California in 2004, A.J. continued his work as a financial and estate planner and continued to increase his skills and knowledge about the the benefits of proper insurance planning. A.J. has served many individuals and businesses with their insurance needs in estate planning, business planning, health insurance and company benefits planning.

When the new Affordable Care Act was originally passed, A.J. know that this would create a lot of confusion in the business community and made it a point to become a top expert in the law. A.J. is now serving as a top resource for business owners and individuals all over the country. He is a Certified Insurance Agent in California and is insurance licensed in several other states as well (NJ, PA, MN, FL).

Fiduciary Planners Insurance has a mission of using ethics and logic to find the best possible solution for a client. Doing the right thing is a way of life that is a core value for A.J. and his team. As a "Fiduciary Insurance Planner", A.J. is able to consider all aspects of a clients situation in order to make recommendations that are in harmony with their financial plan, their goals, and their core values.

Along with his wife Lisa, A.J. lives in Huntington Beach raising 3 children. He enjoys coaching basketball and soccer and of course, hoping this is the year a Philadelphia sports team will win it all!