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Robert P

CFP®

Arvada, CO

Delagify Financial

Robert Persichitte is a CFP® professional with five years of experience in financial advising, currently serving as the sole advisor at Delagify Financial. His prior roles include work at Metropolitan State University of Denver and the City and County of Denver. Delagify Financial provides comprehensive financial planning, investment analysis, and consulting services to individuals, trusts, estates, and business entities. The firm emphasizes a planning-first approach with one-time planning products, assessments, and consultations, and is noted for its affiliation with accounting services and educational seminars.

Equity compensation tax strategy Charitable giving tax strategies College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Business sale tax planning
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