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Steve DeCesare

DeCesare Retirement Specialists

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Paladin Registry 5 Stars

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Paladin Research Report For:

Steve DeCesare

DeCesare Retirement Specialists

Steve DeCesare, a financial fiduciary has been a Paladin Registry member since 2012. Steve is the owner of DeCesare Retirement Specialists. Steve holds the Certified Financial Planner certifications and has over 16 years of experience. Steve provides financial services to clients in the Philadelphia, Pennsylvania area.

I. Snapshot

A. Registry Member
  • Since 2012
B. Years of Experience
  • 16
C. College Degrees
  • LaSalle University - Finance
  • College for Financial Planning - CFP Certification Program
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    DeCesare Retirement Specialists is dedicated to providing a systematic, comprehensive and client-centric approach, giving individuals superior financial solutions and unmatched service. We know you have worked hard all your life, and we are committed to helping you achieve your retirement goals so that your savings can work hard for you. Philadelphia’s leading retirement transition specialist, 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 IRAs.

G. Asset Requirement
  • $500,000

II. Contact Information

A. Key Contact
  • Steve DeCesare
B. Main Location
  • 1515 Market Street
    Suite 1200
    Philadelphia, Pennsylvania, 19102
C. Additional Locations
  • One Greentree Center, New Jersey
D. Telephone
  • 856.235.3830

III. Internet

B. Social Connections
C. View Blog

IV. Firm(s)

A. Name of Firm
  • DeCesare Retirement Specialists
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Steve DeCesare, Ltd.
D. Name of Broker/Dealer
  • Triad Advisors, Inc.
E. Name(s) of Custodian(s)
  • Charles Schwab & Co.
  • National Financial Services, LLC

V. Credentials

A. Years of Financial Experience
  • 16 Years
B. College, Degrees, Years
  • LaSalle University - Finance
  • College for Financial Planning - CFP Certification Program
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • Philadelphia Tri-State Area Chapter of the Financial Planning Association
  • Financial Planning Association NexGen

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • State - New Jersey
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 2738353
  • IARD: 121458
  • Insurance: 422577
E. State Licences
  • Financial Advice, Services for Fees: See List
    • New Jersey
    • Pennsylvania
  • Investment Products for Commission: See List
    • California
    • Colorado
    • Florida
    • Massachusetts
    • New Jersey
    • Pennsylvania
  • Insurance Products for Commission: See List
    • California
    • Colorado
    • Florida
    • Massachusetts
    • New Jersey
    • Pennsylvania
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • Advisory Services offered by DeCesare Retirement Specialists (dba) Steve DeCesare, Ltd.
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    DeCesare Retirement Specialists is dedicated to providing a systematic, comprehensive and client-centric approach, giving individuals superior financial solutions and unmatched service. We know you have worked hard all your life, and we are committed to helping you achieve your retirement goals so that your savings can work hard for you. Philadelphia’s leading retirement transition specialist, 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 IRAs.

B. Minimum Asset Requirement
  • $500,000
C. Number of Current Clients
  • 120
D. Assets (Management, Advisement)
  • $25,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Other: Monthly Retirement Report, Quarterly Economic Update, Monthly Statements,Blog
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    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. 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, and 2015 Five Star Wealth Manager Award. As a financial resource, Steve has been quoted in numerous media outlets including USA Today, Money, Washington Post, and Bankrate.com.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business (Taxable)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Investment Products (Commission)
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Steve DeCesare
Most Recent Update:
  • Sep 19, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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