Stephen DeCesare, CFP® Named 2017 Philadelphia Five Star Wealth Manager

Published November 6th, 2017 in Blog

 

PHILWM17_SteveDeCesare_4106_1.pngMarlton-based Certified Financial Planner™ earns professional honor for sixth consecutive year  

November 1, 2017 – Marlton N.J. – Independent wealth manager, retirement planner and president of DeCesare Retirement Specialists, Stephen DeCesare, CFP®, was presented with the 2017 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.

“I continue to feel honored and humbled to be recognized by Five Star Professional,” stated Stephen DeCesare, CFP®, president of DeCesare Retirement Specialists. “This award affirms our organization’s commitment to our clients and vocation of helping individuals grow wealth and retire with confidence.”

Five Star Professional partnered with Philadelphia Magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Few in Philadelphia were selected for this award. Five Star Professional chose DeCesare as an award recipient based on its independent internal and external research data, including assessment of credentials, education, tenure and regulatory standards. The market research organization also conducts an annual survey of registered financial services professionals and all identified financial service companies in the Philadelphia area that are registered with FINRA or the SEC.

“This award continues to motivate us to advance our client-centric experience and personalized retirement planning solutions year after year,” concluded DeCesare.

About Five Star Professional

Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, visit www.fivestarprofessional.com.

 

About Stephen DeCesare, CFP® & DeCesare Retirement Specialists

Stephen DeCesare, CFP®, is founder and president of DeCesare Retirement Specialists, an independent wealth management and retirement planning firm based in Marlton, New Jersey. DeCesare is a leading retirement transition specialist who has spent the last decade of his career helping professionals retire with confidence. His multi-disciplinary planning approach works to ensure that the investment, income, insurance, tax and estate strategies are in place to achieve his clients’ financial and lifestyle goals for retirement.  DeCesare offers guidance to corporate employees regarding their 401(k)s, pensions and IRAs, including rollovers and investment decisions. He also assists professionals going through workplace transition, with the critical decisions and financial plan adjustments needed to help ensure a smooth progression of their financial life as they enter into their next job or retirement. DeCesare is a CERTIFIED FINANCIAL PLANNER™, Investment Advisor Representative of DeCesare Retirement Specialists a Registered Investment Advisor, a Registered Representative under Triad Advisors, and he is life and health insurance licensed in the states of New Jersey and Pennsylvania. DeCesare is a member of the Financial Planning Association (FPA) and a recipient of the 2012, 2013, 2014, 2015, 2016 and 2017 Philadelphia Five Star Wealth Manager and the 2016 and 2017 New Jersey Five Star Wealth Manager. For more information please visit www.DeCesareRetirement.com.

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Topics: Blog, Announcement, Media, Retirement

 

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