Specialties
About Me
Don Avgerinos, CBC, CEP®, RICP®, CFS®, is a specialist financial advisor and wealth fund manager with over 30 years of experience managing assets for individuals and families nearing or in retirement.
As President of Spectrum Financial Group, Inc., he focuses on "smart growth"—a disciplined approach that integrates rigorous portfolio management with advanced tax strategies and precision income planning. Don moves beyond traditional planning to act as a dedicated portfolio consultant, structuring assets to thrive in all market conditions while maximizing tax efficiency. His expertise also extends to business owners, providing strategic consulting on succession planning, retirement plan architecture, and employee benefits. As the host of The Retirement Income Program on Philly’s 990AM, Don provides commentary on timely financial topics and market trends. Outside of his professional practice, Don is a private pilot who brings the same technical precision required in aviation to his wealth management strategies. He has been married to his wife, Helen, since 1994 and they have two children.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP, CEP, CFS
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Spectrum Financial Group and Sound Income Strategies LLC are not associated entities. Spectrum Financial is a franchisee of Retirement Income Source®, LLC. Retirement Income Source®, LLC and Sound Income Strategies LLC are associated entities. © 2025 Sound Income Strategies