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How I Work
Customized Solutions to Reach Your
Financial Goals

Education is a major emphasis for my practice. My goal is to make sure that every client understands how and why they are invested and the benefits that it brings to them. 

This is why the majority of clients were initially brought on after free educational seminar events. I've been hosting retirement seminars or webinars for years with the idea that people want to learn the rules to the game and want to ultimately work with someone who can simplify retirement for them. 

Rather than try to make subjects more complicated to prove my value (like many do); I believe simplicity is key and if a client doesn't understand their why -- their plan will never come to fruition.

<sup>Meet Your Team</sup><br/>Paul F. DellaMonica Jr., CFP<sup>&#174;</sup><br/>

Meet Your Team
Paul F. DellaMonica Jr., CFP®

Financial Professional (215) 885-7115


Both Jill and I were born and raised in the Philadelphia suburbs before moving to State College for our Penn State careers – where we eventually met. Since marrying in 2020, we now have two happy and healthy daughters – Sofia and Emily. We currently live in Glenside, PA; which is where we spend our time with local family and friends. We love to get away to the Pocono’s throughout the year and of course down the shore during the summer when we can.

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