About My Practice
DeCesare Retirement Specialists is committed to serving the distinctive retirement planning needs of corporate professionals and business owners in the Greater Philadelphia Area. We can help you build wealth for and during retirement, protect and preserve assets earmarked for retirement and transition your assets to retirement income. President of the firm, Steve DeCesare, CFP®, has dedicated more than a decade of his career to developing a multi-disciplinary approach that works to ensure that the investment, income, tax and estate strategies are in place to achieve each client’s financial and lifestyle goals for and during retirement. When it comes to your retirement, you deserve to work with a specialist.
Let us help you Transition From Work Through Life.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: NJ,PA, Health/disability insurance: NJ,PA, Fixed annuities, Variable annuities: NJ,PA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
Triad Advisors, Inc.
Broker-Dealer Disclaimer
Securities offered through Triad Advisors, Inc. Member FINRA/SIPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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