David Layo, Ricp® Email and Phone Number
With a career dedicated to financial planning and wealth advising, my journey has been rooted in providing tailored financial solutions to clients. At Delphi Wealth Management, the focus is on empowering clients through personalized strategies that align with their visions for the future. My role is to listen actively and collaborate effectively to design financial plans that resonate with each person's unique aspirations.Harnessing skills in financing and funds management, honed over years of practice, I offer transparency and guidance in investment strategies, retirement readiness, and estate planning. The goal is to demystify the financial planning process, ensuring clients are informed and confident about their financial decisions. By sharing knowledge through educational content and publications, my commitment extends beyond individual consultations to fostering a financially literate community.On a personal note, I am passionate about sports. I played baseball during my time at West Chester University, where I graduated with a degree in finance and marketing. Today my focus is trying to stay in shape and working on my golf game.Want to learn more about retirement planning, investment strategies, estate planning or maximizing social security benefits? Connect with me today and start a conversation and let’s go beyond the numbers.
Delphi Wealth Management Group, Llc
View- Website:
- DelphiWMG.com
- Employees:
- 19
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Delphi Wealth Management Group, LlcExton, Pa, Us -
Financial PlannerDelphi Wealth Management Group, Llc Dec 2022 - PresentExton, Pa, UsDelphi Corporate Headquarters: 805 Springdale Drive, Exton, PA 19341 Delphi Harrisburg Office: 5 Capital Drive, Suite 101, Harrisburg, PA 17110Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. -
Wealth Advisor, Cuso Financial Services Lp, At Citadel Federal Credit UnionCitadel Federal Credit Union 2006 - Dec 2022Exton, Pa, Us -
Senior Financial ConsultantFulton Financial Advisors 2001 - 2006Lancaster , Pa, Us
David Layo, Ricp® Education Details
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West Chester University Of PennsylvaniaFinance
Frequently Asked Questions about David Layo, Ricp®
What company does David Layo, Ricp® work for?
David Layo, Ricp® works for Delphi Wealth Management Group, Llc
What is David Layo, Ricp®'s role at the current company?
David Layo, Ricp®'s current role is Helping clients in: Coordinating all Investment Strategies | Financial Independence | Transparency for your Financial Plan | Avid Golfer & Hiker | Former College Baseball Player.
What schools did David Layo, Ricp® attend?
David Layo, Ricp® attended West Chester University Of Pennsylvania.
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