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    Mr. Stephen DeCesare, CFP®


    DeCesare Retirement Specialists

    1 Greentree Ctr
    10,000 Lincoln Drive E Ste 201
    Marlton, NJ 08053-3105
    View on Map (856) 235-3830

    1515 Market St Ste 1200
    Philadelphia, PA 19102-1932
    View on Map

    Year CFP® Certification Received: 2007
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Commission and Fee
    Minimum Investable Assets: $0
    Languages: English
    Specialties: Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Retirement Planning, Risk Management

    Typical Client Profile

    Average Net Worth: $250,001 - $500,000
    Average Income: $50,001 - $100,000
    Average Age: 45-54, Generation X, Baby Boomers, 55-64
    Profession: Service Professionals

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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