Profil
Mr. David H.
Diesslin is a Chairman & Founder at Diesslin Group, Inc. In addition to his advisory role at DG, he currently serves as acting Administrator of the U.S.
Technical Advisory Group Committee 222, working with an international contingent of eighteen countries to develop and standardize global personal financial planning criteria and assessment.
He founded the firm as Diesslin Group, Inc. in 1980 and has provided fee-only financial planning and investment management ever since.
He has served as Chairman of the Board of Governors on the Certified Financial Planner Board of Standards and is also a past Chairman and President of the National Association of Personal Financial Advisors (NAPFA).
He received an M.B.A.
from the University of Dallas and a B.S.
degree in Business Management from Indiana University.
He has held his CERTIFIED FINANCIAL PLANNER designation since 1983.
Prior to entering the financial planning profession, he served as First Lieutenant for the United States Army Signal Corps.
Postes actifs de Dave Diesslin
| Sociétés | Poste | Début |
|---|---|---|
Diesslin Group, Inc.
 Diesslin Group, Inc. Investment ManagersFinance Diesslin Group, Inc. (DG) is an asset management firm headquartered in Fort Worth, Texas. The firm was founded by David Diesslin in 1980. DG provides fee-only financial advisory services and wealth management to individuals, closely held businesses, private foundations, and endowments. | Fondateur | 01/01/1980 |
Virtuoso Ltd.
 Virtuoso Ltd. Other Consumer ServicesConsumer Services Virtuoso Ltd. is a travel company that connects travelers to the world's best travel experiences, including adventure, culinary, wellness, sustainable, family, and city travel. The private company is based in Fort Worth, TX, and the CEO of the company is Matthew D. Upchurch. The company offers access to bespoke experiences available only through a travel advisor, and provide travel guides for over 7,000 destinations around the world. Virtuoso also offers a curated selection of luxury hotels and resorts through their "Best of the Best" program, with exclusive hotel perks available through travel advisors. | Directeur/Membre du Conseil | - |
Anciens postes connus de Dave Diesslin
| Sociétés | Poste | Fin |
|---|---|---|
Marketocracy, Inc.
 Marketocracy, Inc. Financial ConglomeratesFinance Marketocracy, Inc. engages in the provision of investment management and research services. The firm's product is the masters100 mutual fund. It manages mutual funds, hedge funds, and separately managed accounts for clients. The company was founded by Kendrick Wai Yip Kam in 2000 and is headquartered in Fort Worth, TX. | Directeur/Membre du Conseil | - |
| National Association of Personal Financial Advisors | Président | - |
Formation de Dave Diesslin
| Indiana University | Undergraduate Degree |
| University of Dallas | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Diesslin Group, Inc.
Diesslin Group, Inc. Investment ManagersFinance Diesslin Group, Inc. (DG) is an asset management firm headquartered in Fort Worth, Texas. The firm was founded by David Diesslin in 1980. DG provides fee-only financial advisory services and wealth management to individuals, closely held businesses, private foundations, and endowments. | Finance |
Marketocracy, Inc.
Marketocracy, Inc. Financial ConglomeratesFinance Marketocracy, Inc. engages in the provision of investment management and research services. The firm's product is the masters100 mutual fund. It manages mutual funds, hedge funds, and separately managed accounts for clients. The company was founded by Kendrick Wai Yip Kam in 2000 and is headquartered in Fort Worth, TX. | Finance |
Virtuoso Ltd.
Virtuoso Ltd. Other Consumer ServicesConsumer Services Virtuoso Ltd. is a travel company that connects travelers to the world's best travel experiences, including adventure, culinary, wellness, sustainable, family, and city travel. The private company is based in Fort Worth, TX, and the CEO of the company is Matthew D. Upchurch. The company offers access to bespoke experiences available only through a travel advisor, and provide travel guides for over 7,000 destinations around the world. Virtuoso also offers a curated selection of luxury hotels and resorts through their "Best of the Best" program, with exclusive hotel perks available through travel advisors. | Consumer Services |
| National Association of Personal Financial Advisors |