Delano - Retirement & Financial Planning | New York, NY

Total Hires: 3 times
Service Area: New York, NY
Team Size: 2 employees
Business Duration: 6 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Real estate
Construction
Non-profit

Business size

Small (fewer than 10 employees)
Medium (10-50 employees)
Large (more than 50 employees)

Business stage

Startup (less than 2 years)
Mid-stage (2-5 years)
Established (5 years and more)

Work location

I work remotely (phone or internet)
My customers travel to me
I travel to my customers

About

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.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Danny Saporu
- Completed on 2/1/2024

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