Locust Valley, NY (PRWEB) July 8, 2006
Freelance writer, Tami Kamin-Meyer nicknamed Roey Diefendorf, C3DWP® the “The 3 Dimensional Man” for the June ’06 issue of Registered Rep magazine.
“It’s Not Just About the Money” is the title of the profile on Monroe “Roey” M. Diefendorf, Jr. What differentiates this financial advisor from the others is his unique approach to wealth management. As a fourth generation in his family business, Roey has transformed the company into a “total” wealth management firm, which includes not only planning for financial wealth but personal and social wealth too.
Diefendorf co-authored a book entitled “3 Dimensional Wealth: A Radically Sane Approach To Wealth Management” which boiled down is his financial planning process based on the concept of good-old-fashioned values with a twist: “give, save, then spend.”
In addition to running his own broker/dealer and RIA, Diefendorf has created professional on-line / on-demand curriculum which lead to becoming a “Certified 3 Dimensional Wealth Practitioner” -- C3DWP®. Courses are designed to provide advisors with counseling through “life transitions.” This advanced training is precisely what is needed to go beyond simply addressing one’s finances.
Registered Rep. Magazine is the source for investment professionals. Each monthly issue reaches approximately 115,000 subscribers who control trillions of dollars of assets for more than 30 million investors. These powerful financial advisers are licensed to sell a broad range of investment products and rely on Registered Rep.'s rich portfolio of timely features, articles, departments and columns. Registered Rep. is part of Prism Business Media's Financial Services Group which also includes Trusts & Estates, National Real Estate Investor and Retail Traffic (formerly Shopping Center World).
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