A Trusted Advisor for Your Financial Planning Needs
DESERANNO WEALTH PLANNING is a highly reputable and experienced financial planning firm that has been serving clients with expert financial advice for over 20 years. With a team of dedicated and knowledgeable advisors, DESERANNO WEALTH PLANNING is committed to helping clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
DESERANNO WEALTH PLANNING takes a personalized approach to financial planning, tailoring their services to meet the specific needs and goals of each individual client. Their team of advisors is well-versed in all aspects of financial planning and provides clients with unbiased and transparent advice to help them make informed decisions for their future.
Facts and Insights
DESERANNO WEALTH PLANNING is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This means that they follow strict regulations and fiduciary standards, ensuring that their clients’ best interests are always a top priority. They also have a team of advisors who hold various professional designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), making them experts in their field.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
These numbers are a testament to DESERANNO WEALTH PLANNING’s level of expertise and success in helping clients manage their wealth and achieve their financial goals.
Financial Services Offered
DESERANNO WEALTH PLANNING offers a wide range of financial services to meet the various needs of their clients. These services include, but are not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
DESERANNO WEALTH PLANNING serves a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they tailor their services accordingly.
Fees & Compensation
DESERANNO WEALTH PLANNING is transparent about their fees and compensation structure, and their advisors do not earn commissions or sell proprietary products. They operate on a fee-only basis, which means their fees are based on a percentage of the assets they manage for their clients. This ensures that their advisors are always acting in their clients’ best interests and not influenced by sales incentives.
Background
DESERANNO WEALTH PLANNING was founded by John Deseranno, a highly regarded financial expert with over 30 years of experience in the industry. John and his team have built a strong reputation for providing sound financial advice and building long-lasting relationships with their clients.
Financial Advisor Disclosures to Know
It is important to note that DESERANNO WEALTH PLANNING has a clean regulatory record, with no disclosures or disciplinary actions reported. They are committed to following all rules and regulations set forth by the SEC and maintaining the trust of their clients.
Overall, DESERANNO WEALTH PLANNING is a reputable and trustworthy financial advisor, dedicated to helping their clients achieve financial security and success. Their expertise, personalized approach, and commitment to transparency make them a top choice for anyone seeking professional financial planning services.