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Robert A Persichitte

Robert A. Persichitte

DELAGIFY FINANCIAL
Arvada, CO
Some features on this profile are disabled
CRD#: 6623303
Robert A Persichitte

Professional summary

Robert A Persichitte, CFP® is a registered financial advisor currently at DELAGIFY FINANCIAL located in Arvada, Colorado.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Robert has worked at 2 firms .

Biography

Robert Persichitte, CPA, CFP®, has guided business leaders and individuals with financial and investment decisions for over eight years. He is an accountant at heart and an award-winning analyst known for using data to make sound decisions. He is driven to improve the world and help clients invest in organizations that align with their values by specializing in Environmental, Social, and Governance (ESG) stocks. Since 2017, he has been the director of the Volunteer Income Tax Assistance (VITA) Program at Metropolitan State University of Denver. He worked as a public servant for five years at the City and County of Denver and now runs his own financial planning firm.
top-8-questions

Question & Answer

What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Socially Responsible Investing
Retirement Planning
Do you have an area of expertise or specialization?
Charitable Giving
Retirement Plan Investment Adv...
Tax Planning
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert A Persichitte's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

January 28, 2022 - Present

DELAGIFY FINANCIAL

RIA
CRD#: 317223
Arvada, CO
Past

March 8, 2016 - January 24, 2017

GHP INVESTMENT ADVISORS INC

RIA
CRD#: 107563
DENVER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(1/28/2022)

Exams

Current Firm

DF
DELAGIFY FINANCIAL
DELAGIFY FINANCIAL | DELAGIFY FINANCIAL, LLC

CRD#: 317223 / SEC#:

Colorado
Registered Investment Advisory firm - (1/28/2022 Approved)
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Contact information

Main Address
Arvada, CO
Mailing Address
Phone number
(720) 515-4762
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts12
AUM (Assets Under Management)$ 3,510,239

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DELAGIFY FINANCIAL

CRD#: 317223Arvada, CO

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