Anthony DeGerolamo
CERTIFIED FINANCIAL PLANNER® professional · RETIREMENT INCOME CERTIFIED PROFESSIONAL®
Virtual
In-Person
Specialties
About Me
What if there is a way to identify future risks to your financial assets, manage those risks today, maintain your control and identify the most effective strategies for managing or transferring those risks? I'm interested in learning how you're managing and safeguarding your retirement money.
Since 1993, I have provided retirement and personalized financial planning services to families, C Suite Executives, professionals and business owners.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CERTIFIED FINANCIAL PLANNER® professional , RETIREMENT INCOME CERTIFIED PROFESSIONAL®
Chartered Designations
What do these credentials mean?
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Disclosures
Anthony DeGerolamo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Rosetree Building 2, 1400 N Providence Road, Suite 3007, Media, PA 19063 (610) 891-9700 DeGerolamo Financial Strategies is independent of Equity Services, Inc. Certified Financial Planner Board of Standards Center for Financial Planning, Inc.owns and licenses the certification marks. CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.