DE CESARE RETIREMENT SPECIALISTS

Overview

De Cesare Retirement Specialists is an independent, privately owned registered investment adviser that focuses on serving individual and family clients. The firm operates as a corporation and combines advisory services with insurance brokerage capabilities. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and selecting third‑party managers or advisers on clients’ behalf. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee options. The firm is identified as a capital allocator and is not flagged as an active ESG investor or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices