A complete list of active advisors currently associated with De Cesare Retirement Specialists

Warmer can help you find a great advisor at De Cesare Retirement Specialists or one who fits your needs even better.

The firm provides portfolio management, financial planning, and general consulting to individuals as well as trusts, estates, charitable organizations, and business entities. Services are offered on a discretionary and non-discretionary basis and are generally billed as a percentage of assets under management. Its investment approach combines quantitative and qualitative methods, including modern portfolio theory, fundamental and technical analysis, and discount cash flow techniques, and it constructs model portfolios with ongoing supervision and rebalancing. The firm uses both long- and short-term trading strategies, may employ inverse or leveraged mutual funds/ETFs and crypto-focused ETFs for clients who can tolerate higher risk, and may allocate portions of client assets to independent third‑party managers when appropriate. Noteworthy distinctions include a licensed insurance agent affiliation: the principal sells insurance products and receives commission compensation separate from advisory fees, a conflict the firm discloses. The firm also manages approximately $38.1 million in client assets and offers direct advisory account access through American Funds’ advisory share class, practices that, together with its use of leveraged/inverse instruments and crypto ETFs, make its service mix less typical among independent advisers of its size.

To learn more about the advisors currently working at De Cesare Retirement Specialists, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.