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David Layo, Ricp® Email & Phone Number

Helping clients in: Coordinating all Investment Strategies | Financial Independence | Transparency for your Financial Plan | Avid Golfer & Hiker | Former College Baseball Player at Delphi Wealth Management Group, LLC
Location: Exton, Pennsylvania, United States 4 work roles 1 school
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Current company
Delphi Wealth Management Group, LLC
Role
Helping clients in: Coordinating all Investment Strategies | Financial Independence | Transparency for your Financial Plan | Avid Golfer & Hiker | Former College Baseball Player
Location
Exton, Pennsylvania, United States
Company size
19 employees

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David Layo, Ricp® is listed as Helping clients in: Coordinating all Investment Strategies | Financial Independence | Transparency for your Financial Plan | Avid Golfer & Hiker | Former College Baseball Player at Delphi Wealth Management Group, LLC, a company with 19 employees, based in Exton, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for David Layo, Ricp®.

David Layo, Ricp® previously worked as Financial Planner at Delphi Wealth Management Group, Llc and Wealth Advisor, Cuso Financial Services LP, at Citadel Federal Credit Union at Citadel Federal Credit Union. David Layo, Ricp® holds Bs, Marketing, Finance from West Chester University Of Pennsylvania.

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Email format at Delphi Wealth Management Group, LLC

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Delphi Wealth Management Group, LLC

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Profile bio

About David Layo, Ricp®

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.

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David Layo, Ricp®'s current company

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Delphi Wealth Management Group, LLC
Delphi Wealth Management Group, Llc
Helping clients in: Coordinating all Investment Strategies | Financial Independence | Transparency for your Financial Plan | Avid Golfer & Hiker | Former College Baseball Player
Exton, PA, US
Website
DelphiWMG.com
Employees
19
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4 roles · 25 years

David Layo, Ricp® work experience

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Financial Planner

Current
Delphi Wealth Management Group, Llc

Exton, PA, US

Delphi 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.

Dec 2022 - Present
1 education record

David Layo, Ricp® education

  • West Chester University Of Pennsylvania
    West Chester University Of Pennsylvania
    Finance
FAQ

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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 Delphi Wealth Management Group, LLC?

David Layo, Ricp® is listed as Helping clients in: Coordinating all Investment Strategies | Financial Independence | Transparency for your Financial Plan | Avid Golfer & Hiker | Former College Baseball Player at Delphi Wealth Management Group, LLC.

Where is David Layo, Ricp® based?

David Layo, Ricp® is based in Exton, Pennsylvania, United States while working with Delphi Wealth Management Group, LLC.

What companies has David Layo, Ricp® worked for?

David Layo, Ricp® has worked for Delphi Wealth Management Group, Llc, Citadel Federal Credit Union, and Fulton Financial Advisors.

How can I contact David Layo, Ricp®?

You can use AeroLeads to view verified contact signals for David Layo, Ricp® at Delphi Wealth Management Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did David Layo, Ricp® attend?

David Layo, Ricp® holds Bs, Marketing, Finance from West Chester University Of Pennsylvania.

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