Carlo Di Fronzo

Internal Finance Associate

Phone: 415.898.4439

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Carlo Di Fronzo is our Internal Finance Associate. He’s an ambitious leader, communicator, problem solver, graphic designer, investment analyst, and accountant who strives to enhance internal business operations at Valley Oak Wealth Management. Carlo specifically enjoys creating hypothetical and updated models, researching possible investment opportunities, and analyzing client portfolios to see where he can make positive changes. Carlo was born and raised in Marin County and is now studying at the University of Southern California. Before joining our team, Carlo worked for the Italian American Democratic Leadership Council as a Communications & Operations Intern and was responsible for their west coast expansion last year.

While not in the office, Carlo enjoys playing and watching basketball, high-performance cars, running, graphic design, and environmental policy.