Robert Persichitte is a CFP-designated registered investment advisor at Delagify Financial, based in Arvada, CO, with 5 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 80 clients with $3.5M in assets under management.
Compensation
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Average Client Portfolio
Assets Under Management
Fee Structure
Delagify Financial no longer offers standalone investment management services. Investment management is only offered as part of a financial planning engagement.
Contact
Robert Persichitte
Location
Arvada, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Delagify Financial
Previous Registrations
Ghp Investment Advisors INC
State Registrations1 state
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