Chacon Diaz & Di Virgilio Wealth Management 6208 Northwest 43rd Street, Gainesville, FL 32653

"Lisa Chacon was easy to reach and responded in a timely manner. She patiently reviewed our documents that was timelined for the coming years. We felt comfortable with her because she not only cared for us on a personal level, but caring that we received the most return from our assets. It was a pleasure working with her ."

"CDD Wealth has a remarkable team, especially Lisa & Tyler. The team has consistently shown an unparalleled exceptional level of knowledge in the financial industry, and genuine concern for my family's financial well-being. I believe what sets CDD Wealth apart is their genuine care! Beyond the numbers and investments, Lisa, Tyler and team took and currently takes the time to understand my family dynamics, goals, and concerns. This personalized approach made my family feel valued and understood fostering a level of trust that is rare to find in financial advisors. As a client for years, my family highly recommends CDD Wealth to anyone seeking comprehensive financial guidance and a caring approach to wealth management."

"After a long search for a trusted financial advisor, I met Lisa Chacon and it was an immediate click. She listened. She asked questions and listened some more to understand not just the financial advice I needed but about my character – how I viewed money, retirement, investing. It is a joy – and a relief – to have a financial advisor that puts the client and their preferences first. Regardless of the size of one’s investment. No seven figures (yet!). We talk as often as I need and the conversations always start with how I am doing. I am not just “the client”, I am a friend. As someone who has worked in multiple countries, CDD has supported me wherever I lived and as my stages in life have changed over the years. Their investment strategy is sound, well-grounded and I enjoy the regular updates they send explaining their thought process and insights on the global economy. I have and continue to recommend them to multiple friends and colleagues."

"The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!"

"As someone who can be intimidated by finances, investments and 401K conversations, Lisa explain everything to me simply and made it not so scary. I would definitely recommend them to anyone who wants to understand their financial portfolio and take steps towards better managing their portfolio."