Penny DiRago: Senior Vice President – Investments, Wells Fargo

by | Mar 31, 2021 | Current Issue, Financial Advisors, Mar/Apr 21, Profile | 0 comments

Penny DiRago SA Woman Magazine Photo

What is the most important advice you are giving your clients about navigating the current COVID-19 financial crisis?


Stick with your plan. If you don’t have one, consider getting one. In your mind, separate politics and COVID from your long term investment plan.

What types of services do you provide for your clients?


First and foremost, nothing cookie-cutter. Our team (Joe, Bill, Kirk, Teresa, Katie, and Jimmy – who are all wonderful!), help our clients get where they want to be. We focus on estate planning strategies, multi-generational planning, and asset allocation.

What types of clients do you specialize in?


Individuals, families, and business owners.

What is your investment philosophy?


Stay diversified! That alone helps cure short-term upset.

How long have you been in business?


33 years.

What do you love about your job?


I get to wear many hats with my clients—confidant, friend, teacher, advisor. What a great business!

How am I different from other financial advisors?


Again, no cookie-cutter portfolios – with 33 years of experience and many market cycles under our belt, asset allocation and portfolios customized to our clients’ risk tolerance is the key. We like for our clients to have confidence.

How do you spend your free time away from the office?

I’ve been blessed with a beautiful family – husband Joe, daughters Sarah and Katy, son-in-law Dalton, and grandson Carter – they make my life complete!

I currently serve as Chairperson for the Advisory Board of the Salvation Army here in San Antonio. I’m also blessed to serve as President of the Board of Dare for More – a Women’s Ministry set up to help women and children escape from human trafficking around the world.

Wells Fargo Advisors penny dirago financial

DiRago & Lee Financial Strategies Group of Wells Fargo Advisors

777 E. Sonterra Boulevard
San Antonio, TX 78258


210-489-7671


home.wellsfargoadvisors.com/dirago-lee

WFA

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

COVER: ALLY BROOKE

COVER: ALLY BROOKE

Letting Her Light Shine Ally Brooke's Success Comes from Her Heart  By Dawn Robinette Photography by David Teran Chatting with Ally Brooke, it's easy to understand why she seemingly glows in every picture and video you see of her. It has nothing to do with...

Feature Woman: Simone De Alba, News 4

Feature Woman: Simone De Alba, News 4

By Bonny Osterhage Photography by David Teran Fascinated by "the minutia of politics," Simone De Alba is driven by public service. The Colorado native holds both political science and journalism degrees and has married these two passions into one successful...

WEDDINGS:  Mr. & Mrs. Deiorio

WEDDINGS: Mr. & Mrs. Deiorio

What was the most memorable moment on your wedding day? The most memorable moment from our wedding day was our grand entrance. It had been such a long time since we had been in the same room as all of our friends and family, so it was so special to see them all there...

ARTBEAT: Musical Bridges Around the World

ARTBEAT: Musical Bridges Around the World

Musical Bridges Around the World Introduces Audiences to Cultures Across the Globe. Arts nonprofit offers 7 key programs from Musical Evenings at San Fernando Cathedral to Kids to Concerts By Rudy Arispe What started 24 years ago with a small gathering of fellow music...

Pin It on Pinterest

Share This