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Joseph DiGangi,
CFP®, CSSC 101 Larry Holmes Dr., Ste. 202 |
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Settlement and Planning Expertise:
- 25 years of financial planning experience and 17 years of settlement consulting experience
- Instrumental in pioneering the comprehensive and holistic approach to settlement design planning for catastrophically injured plaintiffs
- 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
- Certified Financial Planner designation combined with over 20 years of complex civil claims litigation experience as case negotiator, litigation supervisor and structured settlement expert
- Chosen speaker for settlement negotiation seminars throughout the country
- Development of proprietary software program for 50-A, 50B, WC “Kelly” and Kaiser Formula calculations for presentations in New York
Professional Experience:
- Millennium Settlements, Inc., Easton, Pennsylvania
Executive Director – IFS Advanced Planning, November 2009 – Present
President, July 2007 – November 2009
Vice President of Financial Services, July 2006 – July 2007 - Everest Financial & Settlement Consulting LLC, Easton, Pennsylvania, Principle Member, April 2002 – Present
- Cambridge Galaher, New York, New York/Philadelphia, Pennsylvania, Assistant Vice President, February 1999 – 2002
- Galaher Settlements, New York City, New York, Assistant Vice President, August 1991 – February 1999
- Continental Insurance Company, Piscataway, New Jersey, Senior Litigation Claims Examiner, December 1989 – August 1991
- Supermarkets General Corporation, Woodbridge, New Jersey, Liability Claims Supervisor, January 1988 – December 1989
- Alexsis Risk Services, Lyndhurst, New Jersey, Litigation Claims Manager, April 1986 – January 1988
- Liberty Mutual Insurance Company, Saddlebrook, New Jersey, Liability Claims Adjuster, November 1984 – March 1986
- First Investor’s Corp., New York City, New York, Registered Representative Exam Instructor, May 1983 – June 1986
Professional Affiliations:
- Evolve Securities, Inc. – Registered Representative, Investment Advisor Representative, 2007 to Present
- ProEquities Inc. – Registered Representative, Investment Advisor Representative, 2003 – 2007
- Delta Group of Settlement Services, San Juan Capistrano, California, 2002 – 2006
- Sudden Money Institute®
- LPL Financial Services, Registered Representative, Investment Advisor Representative, May 1991 – 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)
- 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 Evolve Securities, Inc.
Member FINRA/SiPC (www.FINRA.org)
5300 Bee Caves Road, Building III, Suite 100
Austin, TX 78746 888.557.0222
Millennium Settlements, Inc. and Evolve 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.
