Steve Decesare, Cfp® Email and Phone Number
Steve Decesare, Cfp® work email
- Valid
- Valid
- Valid
Steve Decesare, Cfp® personal email
Steve Decesare, Cfp® phone numbers
A Philadelphia and New Jersey retirement transition specialist, Steve DeCesare, CFP®, is a second-generation financial planner who has spent the last two decades of his career helping professionals transition into retirement with financial confidence.Steve DeCesare's multi-disciplinary planning approach works to ensure that the investment, income, tax and estate strategies are in place to assist in achieving each of his client’s financial and lifestyle goals for retirement. Steve specializes in offering guidance to corporate employees regarding their company sponsored retirement plans such as 401(k)s and pensions. He also advises on rollovers to and investment decisions within Individual Retirement Accounts (IRAs). Additionally, he helps employees who are facing workplace transition with the critical decisions and financial plan adjustments that need to be made to help ensure a smooth progression of their financial life as they enter into their next job or retirement.Steve DeCesare is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative of DeCesare Retirement Specialists a Registered Investment Advisor. He is also life and health insurance licensed in the states of New Jersey and Pennsylvania. Steve is a member of the Financial Planning Association (FPA) and a recipient of the 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2023 Five Star Wealth Manager Award.
Decesare Retirement Specialists
View-
Cfp® Professional, President, FounderDecesare Retirement Specialists Apr 2008 - PresentMarlton, Nj, Us
-
Registered RepresentativeTriad Advisors Jun 2007 - Dec 2018
-
Managing MemberIndependence Financial Group, Llc Jan 2002 - Apr 2008
-
Registered RepresentativeInvestment Advisors & Consultants, Inc. Mar 2000 - Jun 2007
-
Financial AnalystPrinvest Corp Dec 1998 - Sep 2000
-
Database StatDow Jones Jun 1998 - Nov 1998New York, Ny, Us
Steve Decesare, Cfp® Skills
Steve Decesare, Cfp® Education Details
-
College For Financial PlanningFinancial Planning -
La Salle UniversityGeneral
-
Cinnaminson High School
Frequently Asked Questions about Steve Decesare, Cfp®
What company does Steve Decesare, Cfp® work for?
Steve Decesare, Cfp® works for Decesare Retirement Specialists
What is Steve Decesare, Cfp®'s role at the current company?
Steve Decesare, Cfp®'s current role is Steve DeCesare, CFP® | Fee-Based | Retirement Planning Specialist | Client Fiduciary | 12x Five Star Wealth Mgr Recipient.
What is Steve Decesare, Cfp®'s email address?
Steve Decesare, Cfp®'s email address is st****@****are.com
What is Steve Decesare, Cfp®'s direct phone number?
Steve Decesare, Cfp®'s direct phone number is +185623*****
What schools did Steve Decesare, Cfp® attend?
Steve Decesare, Cfp® attended College For Financial Planning, La Salle University, Cinnaminson High School.
What are some of Steve Decesare, Cfp®'s interests?
Steve Decesare, Cfp® has interest in Volleyball, Social Services, Children, Economic Empowerment, Traveling, Education, Basketball, Reading, Kung Fu, Health.
What skills is Steve Decesare, Cfp® known for?
Steve Decesare, Cfp® has skills like Retirement Planning, Certified Financial Planner, 401k Rollovers, Workforce Transition, Wealth Management, Portfolio Management, Investment Management, Wealth, Financial Planning, Risk Management, Asset Allocation, Disability Insurance.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial