Contact Us
At INTOTHEBEST, Inc.,
we seek to provide you with college financial planning services to complement
our editing and application services. After all, once you get into the school
of your dreams, you need to have a financial plan to pay for the cost of
four-plus years of college.
Monroe "Roey" M. Diefendorf, Jr. , CLU, ChFC, CFP, RFC, CFP Practitioner, CIMA
Active
since 1970, Roey is the 4th generation of his family in the business and
is currently the CEO of Diefendorf Capital Planning Associates. Following
his graduation from Deerfield Academy and Bucknell University, he went
on to obtain a Master`s Degree in Insurance from Georgia State University,
with a major in Estate Planning and a minor in Pension Planning. In 1976
and 1983, he received the designations of Chartered Life Underwriter (CLU)
and Chartered Financial Consultant (ChFC), respectively, from the American
College, Bryn Mawr, PA. In 1992, the designation of Certified Financial
Planner (CFP) was granted from the College of Financial Planners in Denver,
CO. In addition, Roey has been admitted as a "CFP Practitioner".
Each member must be active on a full-time basis as a financial planner
and remain current by completing the annual continuing education requirements.
In March 2001, he was awarded the designation of Registered Financial
Consultant (RFC). As an industry leader, Roey has co-authored two books;
Wealth: Enhancement & Preservation - 1995 and 21st Century Wealth
- 2000. He is currently working on his third book, "3 Dimensional
Wealth." 
Over the
years he has been a speaker at several international industry conferences
and has made several guest appearances on the Cable TV program, "Dollars
& Sense". His passion is consulting in the areas of "Family
Wealth Counseling" and "Philanthropic Estate Planning".
In 2002, he created "The Foundation for the Encouragement & Preservation
of Family Values LLC" located at 168 Forest Ave., Locust Valley,
NY. As CEO, Roey is a member of the Fellowship of Companies for Christ
International (FCCI) and an associate member of the National Association
of Family Wealth Counselors (NAFWC). In addition, Roey is a registered
principal and a registered representative of Sterling Monroe Securities,and
a member of the Investment Management Consultants Association (IMCA).
Please contact Roey at (516) 759-3900.
Please contact Roey Diefendorf via e-mail
for more information on financial planning.
Thomas
C. Palumbo
A veteran
financial planner, Tom has been with the Diefendorf organization since
1988. He specializes in personal financial planning for individuals as
well as small business planning for entrepreneurs. After graduating from
Long Island University at C.W. Post with Magna Cum Laude, he matriculated
in the American College, Bryn Mawr, PA. In 1995 and 1996 he received the
designations of Chartered Life Underwriter (CLU) and Chartered Financial
Consultant (ChFC). Tom is a registered representative of Sterling Monroe Securities. Please contact Tom at (516) 759-3900.
Please contact Tom Palumbo via e-mail
for more information on financial planning. |
