Steve DeCesare, CFP®
One of Philadelphia’s leading retirement transition specialist, Steve DeCesare, CFP®, is a second-generation financial planner who has spent the last decade of his career helping professionals transition into retirement with financial confidence.
His multi-disciplinary planning approach works to ensure that the investment, income, tax and estate strategies are in place to achieve each of his client’s financial and lifestyle goals for retirement. Steve specializes in offering guidance to corporate employees regarding their company sponsored retirement plans such as 401(k)s and pensions. He also advises on rollovers to and investment decisions within Individual Retirement Accounts (IRAs). Additionally, he helps employees who are facing workplace transition with the critical decisions and financial plan adjustments that need to be made to help ensure a smooth progression of their financial life as they enter into their next job or retirement.
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, 2015, 2016 and 2017 Five Star Wealth Manager Award. As a financial resource, Steve has been quoted in numerous media outlets including USA Today, Money, The Washington Post, The Wall Street Journal and Bankrate.com.