Steve DeCesare, CFP®, is a Certified Financial Planner™ located in Marlton, NJ.
DeCesare Retirement Specialists is an independent wealth management and retirement planning firm serving greater Philadelphia and southern New Jersey. The firm was founded in 2002 with the goal of providing comprehensive financial solutions for individuals approaching or in retirement, helping them transition from work through life.
We are specialists in all things retirement planning.
We specialize in comprehensive wealth and retirement planning strategies. We can help you accumulate wealth for retirement, and plan for and effectively transition into the golden years. We are credentialed and uniquely qualified to provide comprehensive counsel on all of the financial, insurance and estate planning components necessary to implement a solid plan for your retirement.
We provide full-service solutions for a well-rounded retirement.
As an independent service provider, we have access to a vast selection of products, investment solutions and strategies, enabling us to best meet your comprehensive, yet individualized financial needs. We utilize advanced investment technologies to identify algorithmic trends and run simulations to test the viability of your investment strategy and retirement plan. Our approach is multi-faceted and we work hard to account for every aspect of your financial life including working with highly qualified professionals to execute and manage each components of your financial plan.
About Steve DeCesare, CFP®:
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.
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