Jamie L. DiRenzo, CIMA®, AIF®
Managing Partner, Investment Advisor Representative of Commonwealth Financial Network®
Jamie DiRenzo provides clients with strategies for managing their financial needs at every stage of life. Guided by a genuine passion for helping her clients care for their families through wealth preservation and growth, Jamie is dedicated to offering clients sophisticated analysis, objective advice, and personalized service. Jamie understands that financial priorities change over time. Using a lifecycle approach, Jamie helps clients identify their short- and long-term goals and integrates independent guidance in insurance and investments to develop a customized, comprehensive financial plan.
In 2012, Jamie earned her Certified Investment Management Analyst® certification. The CIMA® certification, delivered by Investment Management Consultants Association® (IMCA®), is the only certification designed specifically for investment advisors and consultants. The CIMA® certification identifies individuals who have met extensive experience and ethical requirements and completed advanced investment management consulting coursework provided through The Wharton School, University of Pennsylvania. CIMA® professionals must pass a rigorous examination covering a wide range of in-depth investment topics.
Before launching LivWell Financial in 2021, Jamie gained experience as an investment advisor representative with a local financial services and accounting firm. Her ability to collaborate with tax specialists and CPAs enables her to better serve clients with broad analysis that may encompass other aspects of their financial situation.
Jamie’s vision in establishing LivWell Financial was to create a firm that promotes and provides a means to financial health and wellness for its clients. She understands that financial wellness encompasses many factors in addition to wealth, including family. Thus, the name LivWell was created as a dedication to her daughter, Liviana.
Jamie received her bachelor’s degree in business administration from the Fox School of Business and Management at Temple University. She loves the beach and all Philadelphia sports teams. She enjoys reading, spending time with family, and volunteering for Habitat for Humanity of Bucks County. She lives with her husband, Kristofor, daughter, Liviana, and their dog, Harley, in Ivyland, Pennsylvania.