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Steve DeCesare, CFP®

DeCesare Retirement Specialists

1515 Market Street
Suite 1200

Philadelphia, PA 19102
(856) 2353830

Transitioning You from Work Through Life.

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

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

19

Number of Years with Current Firm

17

I work with the following types of clients

Individual Investors

Services

Investment Types

Bonds, Mutual Funds, FOREX & Currency, Options & Futures, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments

I can meet clients in the following ways

At my office, Via phone, Video Conference, At your office, At your home, Via email

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

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 65, Series 63

Insurance and Annuity Licenses

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

Financial Organization Memberships

Financial Services Institute, Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1%

Hourly Rate

$350

Education

Bachelor of Science in Business Administration - Finance

LaSalle University
1994 - 1998