Women & Female Leaders
Receive unbiased advice to make informed financial planning decisions that are in your, and your family's, best interest.
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Anthony J. DeGerolamo
CERTIFIED FINANCIAL PLANNER® professional
CFP®, CRPC® RICP
Equity Services, Inc.
My Approach
visit https://www.degerolamofinancialstrategies.com
The Clients I Serve
Also: Executives, Pre-Retiree, Retirees or Seniors, Working in Retirement
Major Milestones I Specialize In
Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Please visit my website for specific details. https://www.degerolamofinancialstrategies.com
Disclosures
Anthony DeGerolamo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Rosetree Building 2, 1400 N Providence Road, Suite 3007, Media, PA 19063 (610) 891-9700 DeGerolamo Financial Strategies is independent of Equity Services, Inc. Certified Financial Planner Board of Standards Center for Financial Planning, Inc .owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.