3 DIMENSIONAL WEALTH
This blog is being issued in conjunction with the nationally acclaimed book, "3 Dimensional Wealth," and the professional association for values-based advisors, "3 Dimensional Wealth International." 3 Dimensional Wealth encompasses one's total wealth; personal, financial and social wealth.
About Me
- Name: Monroe "Roey" Diefendorf, MI, CLU, ChFC, CFP, RFC, CIMA, C3DWP
- Location: Locust Valley, New York, United States
Roey is the 4th generation of his family in the business and is currently the CEO of Diefendorf Capital Planning Associates. Roey is a member of the Fellowship of Companies for Christ International (FCCI), the Christian Financial Professional Network (CFPN) and a charter member of The International Association of Advisors in Philanthropy (IAAP). In addition, Roey is the founder, registered principal and a registered representative of Sterling Monroe Securities, LLC, (Series 6, 7, 24, 51 & 63) and a member of the Investment Management Consultants Association (IMCA) and the National Association of Independent Broker Dealers (NAIBD). Roey can be heard weekly on his syndicated Internet radio talk show, "3 Dimensional Wealth" at 5:00PM EST at www.Business.VoiceAmerica.com.
Previous Posts
Sunday, October 09, 2005


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