Steve  DeCesare,  CFP<sup>&reg;</sup> - Financial Advisor

Steve DeCesare, CFP®


DeCesare Retirement Specialists

10000 Lincoln Dr E, Ste 201
Marlton, NJ 08053

DeCesare Retirement Specialists

1515 Market St, Ste 1200
Philadelphia, PA 19106
(856) 235-3830 CONNECT WITH Steve
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Steve DeCesare is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DeCesare Retirement Specialists in Marlton, NJ and the surrounding communities.

Financial Advisor Overview

One of Philadelphia’s leading retirement transition specialists, Steve DeCesare, CFP®, is a second-generation financial planner who has spent the last decade of his career helping professionals transition into retirement with financial confidence. His multi-disciplinary planning approach works to ensure that the investment, income, tax and estate strategies are in place to achieve 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.


Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance: NJ & PA
  • Health/disability insurance: NJ & PA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Women's Finances


Helpful Financial Planning Resources