Steve DeCesare

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About Steve DeCesare

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. 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 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.

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General Information

Firm Start Year

2002

No. of Employees

CRD#

2738353

Firm CRD#

121458

Insurance License#

422577

Name of Custodial Firm

Charles Schwab & Co, Inc.

States Licensed in

PA, NJ

Years of Experience in Financial Services

Number of Years with Current Firm

Advisory Services Provided

Financial Planning for Individuals, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65, Series 63

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Disability

Financial Organization Memberships

Financial Planning Association (FPA), Financial Services Institute

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Hourly, Commissions, Flat Fee

Fee % Based on Assets

Hourly Rate

$350

Education

Bachelor of Science in Business Administration - Finance

LaSalle University
1994 - 1998

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1882671/paladinregistry-DeCesare-Retirement-Specialists-detailed-disclosure.html

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Paladin Research Report For:

DeCesare Retirement Specialists