Gender Male
Website www.stephendellelo.com/ LinkedIn View on LinkedIn
Stephen Dellelo – President of Dellelo Wealth Management A resident of South Easton, Massachusetts, Stephen Dellelo has worked in financial services for 15+ years. As president of Dellelo Wealth Management, he assists his clients with financial planning. https://dellelowealth.com/about/why-dellelo-wealth-management In 2004, Mr.
Dellelo started his career in financial services with the launch of Dellelo Wealth Management. He provides planning services to high-net-worth clients, assists them with tax planning, and devises investment and estate protection strategies through customized solutions.
NEXT Financial hired Mr. Dellelo as a financial advisor in 2005. He worked with the Massachusetts Dental Society managing 401K retirement plans for dentists throughout six New England states, becoming a top producer for 17 consecutive years.
Through Dellelo Wealth Management and PCA, Mr. Dellelo also provides tax management, retirement and non-retirement accounts, and retirement cashflow systems.
Mr. Dellelo earned a bachelor's degree in accounting from Bentley University, an MBA in management from Babson College, and a master’s in financial services from the Institute of Business. He is also a Certified Financial Consultant, a Certified Life Underwriter, a Retirement Income Certified Professional, a Certified Fund Specialist, and a Certified Annuity Specialist, among other certifications.
