Amanda R. Diliberti

Financial Advisor

Your future self will thank you for taking this first step!

Let’s review where you are currently and identify any gaps.

No financial picture is the same. Amanda makes sure tailored advice is provided to every single client to gear them up for success.

 

Amanda R. Diliberti

Financial Advisor

Your future self will thank you for taking this first step!

Let’s review where you are currently and identify any gaps.

About

Amanda Diliberti is a Financial Advisor based in Durham, North Carolina. Amanda believes there is a unique way of practice by not being tied down to a specific line of products, while having the ability to tailor recommendations based on an individual’s distinct needs. Amanda works primarily with attorneys, medical professionals, business owners, executives and young professionals. Amanda is actively engaged in her practice and organizes dinner seminars and lunches for medical professionals and attorneys in several states such as North Carolina, Florida, Georgia and New York.

Amanda approaches a client’s unique situation by utilizing various techniques for providing financial solutions and guidance. She focuses on the big picture in order to pin point what makes the most sense for the individual. She is very passionate about helping clients alleviate stress and gain confidence in their financial situations. Amanda has passed her Series 7 & and 66. She also has her Life and Health/Variable Life & Annuity licenses.

Amanda grew up on Long Island, New York and currently lives in Raleigh, North Carolina. She graduated from Florida State University with a B.S. in Finance and Real Estate. Outside of the time she dedicates to her practice, Amanda engages in various hobbies such as figure skating, horseback riding, yoga, hiking, exercising and traveling. She also enjoys spending time with family and friends.

Services

  • Comprehensive financial planning
  • Debt management
  • Retirement strategies
  • Tax-efficient investment strategies*
  • Wealth management
  • Education funding strategies
  • Income protection strategies
  • Life insurance

Team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Max Miller
Max Miller

Disability Insurance Consultant

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Heather Scharnberg
Heather Scharnberg

Director of Employee Benefits

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Tanner Sandlin
Tanner Sandlin

Insurance Consultant

Contact

Connect with Amanda

    Office locations

    Durham, N.C.

    5129 NC Hwy 55
    Suite 101
    Durham, NC 27713

    Get directions

    Amanda is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services Inc.

    2374790/DOFU 1-2019

    Events