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Michael Diotalevi
Investment Adviser Representative
MOBILE: 206-487-2700


SERVICE AREA:
Washington
OFFICE LOCATION



HOURS
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
CONNECT WITH ME:
Experience
MJD Financial
Senior Financial Advisor / Owner (Aug 2026 – Present)
  • Operates as a 100% independent fiduciary specializing in retirement income planning for pre-retirees and retirees nationwide.
  • Designs tailored income strategies to help clients seamlessly turn their accumulated lifetime savings into a reliable, consistent retirement paycheck.
  • Protects client wealth from market volatility using strategic investment management, annuity strategies, and comprehensive insurance solutions.
  • Partners with Royal Fund Management, LLC (an SEC Registered Investment Adviser) to deliver robust, compliant, and client-centric investment advisory services.

Fisher Investments
Regional Vice President (Apr 2024 – Aug 2026)
  • Advised high-net-worth clients across the Northeast region on comprehensive portfolio management and long-term investment strategies.

Empower
Senior Financial Advisor (Nov 2020 – Apr 2024)
  • Delivered personalized investment advisory services, guiding complex client portfolios through critical retirement planning decisions.

Citizens Investment Services
Assistant Vice President - Financial Advisor (May 2019 – Nov 2020)
  • Managed a multi-branch client book across Western Massachusetts, tailoring investment strategies to unique personal financial goals.

Voya Financial
Senior Retirement Consultant (Nov 2013 – May 2019)
  • Specialized in retirement transition planning for departing plan participants, focusing on complex employer stock and Net Unrealized Appreciation (NUA) strategies.

MetLife
Senior Annuity Wholesaler / Team Leader (Jun 2006 – Jun 2013)
  • Led a regional sales and education team, training and supporting financial advisors on advanced annuity configurations and retirement product strategies.

Education

Westfield State University, Graduated 2006, B.S. Finance, Summa Cum Laude

 

Royal Fund Management Office
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The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

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