CERTIFIED FINANCIAL PLANNER® professional

856-890-8181 anthony@degerolamofinancialstrategies.com

Resources for Women Financial Decision Makers

Empowering Women in Financial Leadership

Are you a woman who takes charge of financial decisions for your family and your business? If so, you likely value guidance that is specifically tailored to your unique situation. We understand the importance of receiving information that addresses your needs—without the pressure of being sold a product.

Let’s Connect

If you are interested in meaningful conversations and resources curated for you as a financial decision maker, we invite you to reach out. Together, we can explore how to support your goals and priorities.

A financial advisor and a CERTIFIED FINANCIAL PLANNER® professional offer different services.

                                                                                     Education and Designations

CERTIFIED FINANCIAL PLANNER® professional March 1992

Candidates for CFP certification must complete coursework addressing these major personal financial planning areas: Professional Conduct and Regulation, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning, Psychology of Financial Planning, and Financial Plan Development. CFP® professionals must complete the required number of CE hours each reporting period to maintain certification. These must be completed by the due date indicated for your current CE period.Your CE hours must include completing an approved CFP Board “Code of Ethics” CE program.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Chartered Life Underwriter February 2004

The Chartered Life Underwriter® (CLU®) designation is a specialized certification for life insurance underwriting and planning offered by The American College of Financial Services. The CLU® certification gives financial professionals an in-depth understanding of life insurance products, underwriting, and solutions as a key part of a goal-based financial plan. This underwriting certification includes insights on life insurance for business continuity, employee benefits, and estate planning. It is similar in some respects to the Life Underwriter Training Council Fellow (LUTCF) designation; however, the CLU® designation offers a more focused course of study on the practical, legal, and ethical aspects of life insurance throughout clients’ lifecycles.

RETIREMENT INCOME CERTIFIED PROFESSIONAL® November 2020

A Retirement Income Certified Professional® (RICP®) is a financial advisor with specialized expertise in retirement income planning. They help individuals create strategies to convert savings into sustainable income, optimize Social Security benefits, and prepare for long-term financial needs. RICPs are trained to address key retirement risks such as market volatility, healthcare expenses, and longevity risk, ensuring retirees can maintain their desired lifestyle. The RICP® designation is awarded by The American College of Financial Services and requires completion of an in-depth educational program. 

Anthony DeGerolamo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Securities and Investment Advisory Services are offered solely by Equity Services, Inc. Member FINRA/SIPC, Rosetree Building 2, 1400 N Providence Road, Suite 3007, Media, PA  19063 (610) 891-9700. DeGerolamo Financial Strategies is independent of Equity Services, Inc. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks. CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. FMG7961867(0725)3