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Joseph Di Gangi,
CFP®, CSSC 101 Larry Holmes Dr., Ste. 300-A |
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Settlement and Planning Expertise:
- 28 years of Financial Planning experience and 20 years of Settlement Consulting experience.
- Certified Financial Planner Designation combined with over 25 years of Complex Civil Claims Litigation experience as case negotiator, litigation supervisor and Structured Settlement Expert.
- Instrumental in pioneering the comprehensive and holistic approach to settlement design planning for catastrophically injured plaintiffs.
- Chosen Speaker for Settlement Negotiation Seminars throughout the country.
- Expertise in most areas of settlement evaluation techniques including Economic Loss Evaluations, Medical Malpractice cases, Discrimination cases, NY 50-A and 50-B cases, Kaiser Formula Evaluations, WC “Kelly” calculations and evaluations, negotiating strategy.
- Development of proprietary software program for 50-A, 50B, WC “Kelly” and Kaiser Formula calculations for presentations in NY.
Professional Employment Experience:
- Elite Financial & Settlement Consulting, Inc., Easton, PA
Owner/President, July 2010 – Present - Millennium Settlements, Inc., Tallahassee, FL/Easton, PA
Executive Director of Advanced Planning 2009 – Present
President, July 2007 – Nov 2009
Vice President of Financial Services July 2006 – July 2007 - Everest Financial & Settlement Consulting LLC, Easton, PA
Principle Member, April 2002 – 2010 - Cambridge Galaher, New York, NY/Philadelphia, PA
Assistant Vice President, February 1999 – 2002 - Galaher Settlements, New York, NY
Assistant Vice President, August 1991 – February 1999 - Continental Insurance Company, Piscataway, NJ
Senior Litigation Claims Examiner, December 1989 – August 1991 - Supermarkets General Corporation, Woodbridge, NJ
Liability Claims Supervisor, January 1988 – December 1989 - Alexsis Risk Services, Lyndhurst, NJ
Litigation Claims Manager, April 1986 – January 1988 - Liberty Mutual Insurance Company, Saddlebrook, NJ
Liability Claims Adjuster, November 1984 – March 1986 - First Investor’s Corp., Wall Street, NYC
May 1983 – June 1986; Registered Rep. Exam Instructor
Professional Affiliations:
- Sunbelt Securities, Inc., Registered Representative, Investment Advisor Representative, 2011 to Present
- Evolve Securities, Inc., Registered Representative, Investment Advisor Representative, 2007 to 2010
- Millennium Settlement Services, VP of Financial Services, Tallahassee FL 2006 to 2007
- ProEquities, Inc., Registered Representative, Investment Advisor Representative, 2003 to 2007
- Delta Group of Settlement Services, San Juan Capistrano, CA; 2002 to 2006
- Sudden Money Institute® 2002 – 2006
- LPL Financial Services, Registered Representative, Investment Advisor Representative, May 1991 to 2002
Professional Licenses and Designations:
- Certified Financial Planner (CFP®)
- NSSTA Certified Structured Settlement Consultant (CSSC)
- Securities Licensed (FINRA), Series 6, 7 and 63
- Life and Health Insurance License – Multiple State Registrations
Memberships:
- National Structured Settlements Trade Association (NSSTA), 1991 – Present
- NSSTA Legislation and Regulation Committee Member, 2009 – Present
Education:
- B.S. Business Administration and Finance, Bloomsburg University, Bloomsburg, Pennsylvania, 1983
- Certified Financial Planner (CFP®), College Of Financial Planning, Denver, Colorado, 1991
- NSSTA Certified Structured Settlement Consultant, 1999
NSSTA designation developed in conjunction with the University of Notre Dame – Mendoza College of Business Executive Education Program
*Securities offered through Sunbelt Securities, Inc. Member FINRA, SIPC
5065 Westheimer, Suite 600
Houston, TX 77056 | 713-965-9510
Millennium Settlements, Inc. and Sunbelt Securities, Inc. are not affiliated.
Millennium Settlements
3500 Financial Plaza, 4th Floor
Tallahassee, Florida 32312
(800) 573-8853 | (850) 894-4265 | (850) 894-4269 (fax)
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Primary Geography: Tallahassee, Florida. Cities: Orlando, Fort Lauderdale, Boca Raton, Palm Beach, Lakeland, Coral Gables, Clearwater, Melbourne, Coral Springs, Fort Myers, Gainesville, Hialeah, Hollywood, Jacksonville, Miami Beach, Palm Bay, Pembroke Pines, Plantation, Pompano Beach, Port St. Lucie, St. Petersburg, Sunrise, Tallahassee, Tampa, and West Palm Beach. Counties: Miami-Dade, Broward, Palm Beach, Lee, Pinellas, St. Lucie, Hillsborough, Collier, Sarasota, Manatee, Orange, Seminole, Osceola, Pasco, and Monroe.
