We interview planning couple Dina and teacher turned planner Tony Isola. Together they head up the 403(b) division at the powerhouse Ritholtz Wealth Management firm.
Dina strives to provide clarity and common sense to demystify the “jargon” of the financial world, so that investors stop feeling intimidated or inadequate when considering their financial planning options.
Tony is a former teacher who gets it. He saw first hand the abuses in the 403(b) world. While the profession lost a great classroom teacher, it gained a strong 403(b) advocate.
Ritholtz Wealth Management Team