Tampa city skyline waterfront view

About Our Team

We are the North Tampa Chapter of The Society for Financial Awareness. We serve the greater Tampa Bay area, including Hillsborough County, Pinellas County, and Pasco County.

Though these workshops may generically introduce various types of financial products to enlighten the attendee on their proper purpose, it is the relevant intent of each speaker to keep the specific workshop informative, entertaining, and educational to the attendee at all times.

We serve your
community.

Our mission is to provide financial education across America, one community at a time.

Our SOFA members, utilizing their credentials and personal qualifications, donate time in the community conducting no-cost, no obligation financial seminar workshops to individuals, companies, and organizations.

Integrate:
ERISA (DOL) 404(c) compliant workshops
SHRM Recertification Providers

Our Core Values

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Trust

We provide financial education people can rely on, led by instructors who are experienced practitioners.

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Clarity

We turn complex topics into understandable guidance.

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Empowerment

We help people make informed decisions with confidence.

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Community

We believe stronger financial literacy creates stronger communities.

Meet Your Speakers

Joseph Dipaolo

Joseph Dipaolo

President

Short biography goes here.

Joseph is the anchor and inspiration for DiPaolo Financial Group. It was his dream to have a family run business where all the members of his family can each bring their talents to the table to help facilitate his passion of helping his clients confidently plan their financial paths. Joseph believes highly in functioning as a true fiduciary in his field and continues to strive to provide our clients with beneficial and needed financial advice. He has been married for 32 years and has two adult sons, one of who is a CFP® at our firm and another currently pursuing his Doctor of Physical Therapy degree.

Anthony Dipaolo

Anthony Dipaolo

Vice-President

Short biography goes here.

Anthony DiPaolo is a Senior Advisor and Partner at DiPaolo Financial Group. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Long-Term Care (CLTC) specialist, he works closely with clients to develop and implement comprehensive financial strategies.

Anthony provides guidance across key areas including investment management, tax strategy, retirement and income planning, estate planning, and insurance and risk management. As part of the next generation of leadership, he plays an integral role in continuing the firm’s legacy while helping guide its future growth and evolution.

Outside of the office, Anthony enjoys hiking, camping, and spending time outdoors.

Kelly Hassan

Kelly Hassan

Educator

Short biography goes here.

Kelly Hassan is a seasoned financial advisor with an extensive background in business consulting. He brings a wealth of knowledge and expertise to his role, having honed his skills in analysis, strategy, client management, and financial acumen. These abilities enable him to provide invaluable guidance to clients, helping them navigate the complexities of financial planning and achieve their long-term financial goals.

Kelly is a family man at heart. He is a dedicated husband to his wife Melissa of 35 years, and a proud father to his son Adam, who is currently pursuing a law degree at Emory Law School. Kelly has been a resident of Tampa, Florida for the past 39 years, and he enjoys an active and fulfilling life both inside and outside of work.

Destiny Keith

Destiny Keith

Coordinator

Short biography goes here.

Destiny is our wonderful front desk director of first impressions and scheduler. With a background in education, she brings warmth, organization, and a passion for connecting with others to her role. Married with two daughters, she enjoys beach days, staying active, and spending quality time with those that matter most. Her love for laughter and bubbly personality make her a joy to be around, creating a welcoming atmosphere for everyone she meets......P.S......she LOVES cake!

Trusted by Communities

About The Society for Financial Awareness (SOFA)

The Society for Financial Awareness is a 501(c)(3) non-profit public benefit corporation.

Founded in 1993, SOFA’s mission is to provide financial education across America, one community at a time. Our professional team consists of diverse individuals with varying specialties, connected through our common goal of providing valuable financial knowledge within our communities, and helping to close the financial literacy gap across the US.

Learn more about SOFA