215-354-0500 - Ext.18
Diogo Paiva Azevedo was born in Juiz de Fora, Brazil. He is a graduate of Council Rock High School South (2011) and Rider University (2015) with a Bachelor of Science Degree in Accounting. He is a member of the Beta Alpha Psi and Rho Alpha Sigma Honor Societies. Diogo is currently studying for the Series 7 securities license and plans on becoming a Certified Financial Planner.
At ITFP, Diogo assists the financial planners with investment management research and analysis, and he acts as a liaison with financial institutions to gather information. He is responsible for working under the supervision of financial planners to gather data, prepare periodic financial plan reviews, and coordinate compliance approval.
Diogo also supports the IT supervisor with technology maintenance, information security procedures, and the processing and tracking of daily transactions and periodic reconciliation. He is responsible for organizing and managing the in-house flow of tax returns, as well as preparing tax returns under the guidance of the CPAs, utilizing tax software to process returns, and electronically filing tax returns. In addition, Diogo assists with client follow up and interaction.
Diogo has worked for ITFP since June 2013. Upon graduation from Rider in May 2015, he became a full time employee of ITFP.