Delano - Retirement & Financial Planning

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Introduction: I'm focused on helping women achieve financial goals, protecting and growing their wealth, and creating sound financial plans for their future. Professional Services: - Retirement Planning - Portfolio Management - Budgeting - Financial Literacy - Business Coaching - Liability Analysis - Strategic Tax Planning - Venture Capital & Private Equity Investments Bio: Delano is a CNBC contributor and an expert financial planner, who currently manages retirement investing for over 450 households across the country. Based in NYC, Delano has been leading the effort to provide literacy and access to younger and more diverse investors. Before that, Delano earned his Masters in Business from the University of Chicago Booth School of Business and a Bachelor of Science in Business Administration from the University of Nebraska at Omaha.

Overview

Hired 3 times

Background checked

2 employees

5 years in business

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Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

5.0

3 reviews

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Ashley C.

Feb 27, 2024

I am happy to provide a 5-star review after my initial consultation with Delano. His knowledge in 401k and IRA coupled with his deep understanding provided invaluable insights into optimizing my financial strategy. I wholeheartedly recommend Delano for his knowledge, patience, ethics, inquisitive approach, and his skill in creating a comfortable client experience. I am looking forward to building a relationship with Delano and shaping my financial goals!!

Xochitl J.

Feb 6, 2024

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Hired on Thumbtack

I recently had a meeting with Delano and found him to be extremely professional. He provided a thorough explanation of his services and how he could assist with my finances. I highly recommend his services, as he exceeded my expectation.

Personal Financial Planning

Nora C.

Feb 1, 2024

Delano started helping me when I was way behind with my finances, and he helped me understand a world that was completely foreign to me. He is truly the best in the business. Everytime I have a question on anything related to finances, he is prompt and knowledgable more than anyone else. Additionally, the investment strategy he has put in place for me has been an incredible opportunity for my future and the return has been significant. I always know I am in great hands with Delano, and I encourage anyone who is looking for a financial advisor to look no further because you have found the best one in Delano. Can't recommend him enough!

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Danny Saporu

FAQs

What is your typical process for working with a new customer?
When meeting with a new client, I like to get to know your current situation, and future goals, as well as build trust. I also want to understand your financial & and life goals for me to fully help you the right way
What education and/or training do you have that relates to your work?
Our team has all required Licenses, Certifications & Continued Educations

Delano - Retirement & Financial Planning

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