Profile

James J. Di Gesu; Wealth Health LLC

jdigesu@wealthhealthllc.com
Office: 973.535.9577 ext 3

James J. Di Gesu, CPA, PFS, MBA
Senior Wealth Advisor

As a wealth advisor with more than 25 years of experience, Mr. Di Gesu's expertise lies in providing integrated wealth management, including comprehensive personal financial planning, income tax planning and tax compliance and investment management.

Mr. Di Gesu excels at providing advice to senior executives on their company compensation and benefit plans, including stock performance plans, stock option exercising and restricted stock planning, pension and deferred compensation plan analysis and the related income tax and investment strategies.

As a father to a daughter with disabilities and special needs, he is passionate to provide special needs planning seminars and planning services to families of children with special needs. Mr. Di Gesu also provides advisory services to small business owners regarding their company pension and employee retirement plans.

He has presented seminars on various topics of personal tax and financial planning to individuals, including senior corporate executives, owners of small businesses and their employees. Mr. Di Gesu has authored technical articles for professional publications in the tax and personal financial planning fields and has also appeared on network television as a guest consultant on personal tax and financial planning topics, including CNBC's Morning Business News, CNN Headline News, CBS Evening News and FOX Network.

Credentials

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Education

  • Seton Hall University (SHU), BS in Business Administration
  • Fairleigh Dickinson University (FDU), MBA in Finance

Affiliations

  • American Institute of CPAs (AICPA)
  • New Jersey Society of CPAs (NJSCPA)
  • Commerce and Industry NJ (CIA NJ)
  • Garden State Credit Associates (GSCA)

Philanthropic Organizations

  • Colombians of New Jersey
  • Knights of Columbus
  • The Kennedy Dancers, Inc.

Work History

  • Deloitte, 1987-1994
  • Clarfeld & Company, 1994-1996
  • KPMG, 1996-1999
  • Bank of New York Mellon, 1999-2008
  • Rothstein Kass, 2008-2010

Personal Interests

  • Reading, Travel, Chess, Exercising