Looking for your next personal finance expert to speak at one of your events or on a panel?

As a keynote speaker, my goal is to empower audiences to walk away with tangible results that improve their financial situation

4C's of Financial Empowerment

Jim DeGaetano, Financial Planner and Author Teaching about the Fruitful Retirement


of what you deserve in life


over your finances


to hold yourself accountable and keep moving forward


in your future decision-making

When your financial situation improves, the rest of your life gets better.

Signature Keynotes

Meet Jim DeGaetano, CFP®, CPA, MBA

  • Tangible Results

    Jim is inspiring, helpful and give actionable step. He is well prepared after 20 years of experience.

  • Lifelong Learner

    Jim is an avid reader!

  • Adds Humor

    Jim is outgoing and energetic. He helps people relax.

  • Easygoing

    Jim doesn't take himself too seriously.

  • Visual Teacher

    Jim teaches in a way that helps people remember the top takeaways.

Jim DeGaetano, Financial Planner and Author

Book Jim to Speak