wiseradvisor

Steve DeCesare, CFP®
DeCesare Retirement Specialists

Tel: (856) 235-3830
1515 Market Street
Suite 1200
Philadelphia, PA 19102

Transitioning You from Work Through Life.

DeCesare Retirement Specialists | Financial Advisor in Philadelphia ,PA

About DeCesare Retirement Specialists

Other office location: 10,000 Lincoln Dr. E Ste 201 Marlton, NJ 08053.

DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a client-centric approach to financial planning. We are committed to helping you achieve your financial goals so that your savings can provide for your and your loved ones throughout retirement and thereafter.

Our services include (but are not limited to):

Retirement Planning,

Investment Management,

Financial Planning,

E-Bridge Tracking Financial Software,

Insurance Planning,

Tax Planning,

Estate Planning.

DeCesare Retirement Specialists is an independent wealth management and retirement planning firm dedicated to helping make your life's hard work, work hard for you in retirement. Whether you are just beginning on the road to creating wealth, ready to cross over from the working years to the retirement years, or if you are already retired, we can help.

Let DeCesare Retirement Specialists help you transition from work through life.


General Information

Firm Start Year:   2002
No.of Employees:   1
Insurance License#:   422577
Name of Broker/Dealer:   Triad Advisors, LLC
Name of Custodial Firm:   Charles Schwab & Co, Inc.
States Licensed in:   PA, NJ
Number of Years with Current Firm:   16
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Bonds , Mutual Funds , FOREX & Currency , Options & Futures , Stocks , Annuities , Insurance , Commodities
I can meet clients in the following ways:   At your home , Via phone , Via email , At my office , At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Life , Variable Life , Long Term Care , Variable Annuity , Annuity
Financial Organization Memberships:   Financial Services Institute , Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Foreign Policy Research Institute National Center for Employee Ownership


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee , Hourly , Commissions , Based on Assets
Fee % Based on Assets:   1%
Hourly Rate:   $300


Education

Bachelor of Science in Business Administration - Finance  LaSalle University - Philadelphia, PA
1994- 1998



Disclaimer

Advisory Services offered by DeCesare Retirement Specialists. Securities offered through Triad Advisors LLC. Member FINRA/SIPC, who is unaffiliated with DeCesare Retirement Specialists. Member FINRA/SIPC.

Steve DeCesare, CFP®

Steve DeCesare, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant

About Our Founder

Planning. Protecting. Preserving your retirement.

One of Philadelphia's leading retirement transition specialists, Steve DeCesare, CFP®, is a second-generation Certified Financial Planner® professional 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.

Steve is a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor Representative of DeCesare Retirement Specialists a Registered Investment Advisor, a Registered Representative under Triad Advisors LLC. 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, and 2018 Five Star Wealth Manager Award. As a financial resource, Steve has been quoted in numerous media outlets including USA Today, Money, Washington Post, The Wall Street Journal, and Bankrate.

My Services

Financial Planning for Individuals

We promise to give you personalized attention and specific recommendations based on your unique financial situation and life goals. We will provide you with strategic recommendations that are always in your best interest. We will communicate with you in a way that will help you understand all of your financial options and how each decision you make will contribute to your financial plan. We will help you simplify the involved financial decisions you need to make today in order to fulfill your needs and desires for your retirement life of tomorrow.


Retirement Planning

We have devoted our careers to serving the complex financial planning needs of professionals who are faced with the critical decisions involving a pending or existing retirement life. In order to realize your financial and lifestyle goals for the golden years, we will help you design a Retirement Lifestyle Plan. Your Plan will include cost-efficient portfolio construction, wealth management strategies, comprehensive financial planning, insurance needs, tax and estate planning assistance, and ongoing discussions to earn your confidence and help you achieve your goals.


Investment Management & Advice

We have the systems in place to help you succeed. Our process for building wealth is thorough and systematic with an emphasis on managing risk. Unlike conventional financial advisory firms, we employ trend analyses, algorithms, and tactical investment and savings strategies that allow us to help you take advantage of rising markets and protect your capital during market downturns. Our account management activities are systematized to help ensure that your wealth is on track to reach your financial goals.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Bala Cynwyd Bensalem
Bryn Athyn Bryn Mawr
Cheltenham Cherry Hill
Collingswood Conshohocken
Drexel Hill Elkins Park
Feasterville Trevose Fort Washington
Gwynedd Gwynedd Valley
Haddon Heights Haddonfield
Haverford Huntingdon Valley
Lafayette Hill Malvern
Marlton Medford
Media Merion Station
Moorestown Mount Laurel
Narberth Newtown
Newtown Square Philadelphia
Plymouth Meeting Swarthmore
Villanova Voorhees
Wallingford Center City Philadelphia

Compensation Arrangements

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Awards & Recognitions

Awards & Recognitions
Five Star Wealth Manager
(10/31/2017)

Independent wealth manager, retirement planner and president of DeCesare Retirement Specialists, Stephen DeCesare, CFP®, was presented with the 2017 Five Star Wealth Manager Award for the Philadelphia market from Five Star Professional, a market research organization dedicated to defining and promoting professional excellence. This is DeCesare’s sixth consecutive year of receiving this acknowledgement. These honors will be published in Philadelphia Magazine’s December 2017 issue.

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