Advisors at this firm
Ronald D
CFP®, ChFC®, Series 63
Southborough, MA
Penfacs Financial Services
Ronald Degregorio is a CFP® and ChFC® with 51 years of experience in financial services. He is the sole advisor at Pen Facs Financial Services in Salem, NH, where he has worked since 1977 and also operates related entities focused on insurance and investment advisory services. Degregorio serves as chairman of the board of USA Hockey and is a council member of the International Ice Hockey Federation, dedicating significant time to governance and the development of hockey. Pen Facs Financial Services provides portfolio management to a small, concentrated client base including pension and profit-sharing plans, trusts, estates, corporations, and individuals. The firm uses both fundamental and technical analysis with primarily non-discretionary account management.
Erik D
ChFC®, Series 63
Southborough, MA
Penfacs Financial Services
Erik Degregorio is a ChFC® with Series 63 registration and serves as the sole advisor at Penfacs Financial Services in Southborough, MA. He has experience working with a highly concentrated client base that includes pension and profit-sharing plans, trusts, estates, corporations, and individuals. Outside of his advisory work, Degregorio holds leadership roles in national and international sports organizations. Penfacs Financial Services is an independent registered investment adviser that employs both fundamental and technical security analysis, managing accounts mainly on a non-discretionary basis. The firm serves retirement-plan clients as well as non-retail entities, focusing on long- and short-term purchase strategies.
