Joseph DelGuidice, (RICP®), (AIF®)
Financial Advisor
With more than 25 years of experience as a Financial Advisor, I specialize in financial planning for professionals across various fields, I have dedicated my career to helping these professionals secure their financial futures. As a Retirement Income Certified Professional (RICP®) and an Accredited Investment Fiduciary (AIF®), I provide expert guidance in retirement income planning, pension optimization, and investment management.
I understand the unique challenges and opportunities people face when planning for retirement. My approach is built on Fiduciary principles, ensuring that every recommendation aligns with my clients' best interests. Whether navigating pension benefits, investment strategies, or tax-efficient retirement income, I strive to simplify complex financial decisions and empower my clients with confidence.
Beyond finance, I am passionate about spending time outdoors fishing and hiking, e.g., financial education, mentoring, community involvement. I believe in building long-term relationships based on trust, education, and integrity.
Licenses held include Series 7 Series 65,63, and 6.
State licenses include Life, health Variable and fixed annuity including long term care.
Let’s connect! Reach out to me at jdelguidice@osaicwealth.com
Business Cellular (727) 599-4837 | Text Only (727) 428-0829 | Fax (727) 231-2910 | 16540 Pointe Village Dr. Suite 201-H | Lutz, Florida 33558