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Jesus D
CFP®, Series 66
Naples, FL
Delgado Private Wealth Management LLC
Jesus Delgado is a CFP® and Series 66-registered financial advisor with nine years of industry experience. He is the principal of Delgado Private Wealth Management LLC in Naples, FL, where he has worked since 2023. Prior to founding his firm, he held roles at Rinaldi Wealth Management, FSC Securities Corporation, and Ciccarelli Advisory Services. Delgado also manages Delgado Capital Venture Group LLC, which is involved in real estate activities. Delgado Private Wealth Management LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as corporate and pension/profit-sharing plan clients. The firm emphasizes fundamental analysis, modern portfolio theory, and the use of low-cost ETFs within a fiduciary framework, actively supporting plan sponsors through formal pension consulting and investment policy oversight.
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