Tal Diekvoss, CPFA
Tal Diekvoss, CPFA
CEO & Founder
Tal is a CPFA (Certified Plan Fiduciary Advisor). He is a graduate of University of Wisconsin-Whitewater and has 35+ years of experience in the financial services industry, including 13 years of leadership with a National CPA firm and a prominent Midwest regional CPA firm. He holds his Series 7, 63 and 65.
Tal has comprehensive experience and expertise serving corporate clients in the areas of workplace retirement plans and life insurance. He utilizes two qualitative audit services that provide clients with an independent and objective review of their workplace retirement plans or life insurance. Tal also provides investment advisory services for high net worth individuals.
Tal has appeared in and been recognized in several national publications including the Wall Street Journal, the Washington Post, Dow Jones News Services, Investment Dealer Digest, Financial Advisor magazine and Business Finance magazine.
Tal lives in Milwaukee, WI with his wife, Judy. They enjoy frequenting new restaurants, traveling and spending time with their children and grandchildren.
Tal Diekvoss, Jr., CPA
Tal Diekvoss, Jr., CPA*
DIRECTOR - RETIREMENT PLAN SERVICES
Tal Jr. is a licensed CPA (Certified Public Accountant) and CPFA (Certified Plan Fiduciary Advisor). He is a graduate of Edgewood College with his Master's and Bachelor's degrees in Accounting. Tal Jr. has over 10 years of experience in the financial services industry. He holds his Series 7 and Series 66.
With FMG, Tal Jr. provides daily support to business owners, key executives, and HR staff on managing the risks and liabilities associated with their workplace retirement plans. He provides advice on investments, guidance on plan administration, and updates on regulatory changes and new industry trends. In addition, he provides both group or 1-on-1 education for plan participants covering a wide range of retirement topics.
Tal Jr. lives in Oconomowoc, WI with his wife, Katie, and daughter, Wren. They enjoy spending time outdoors, traveling, and being with family and friends.
*Neither Tal Diekvoss, Jr., nor Osaic Wealth, Inc. offer tax or legal advice.