Don Avgerinos, CBC, CEP®, RICP®, CFS®
Financial Planning & Portfolio Consultant
Don Avgerinos, CBC, CEP®, RICP®, CFS®, is a financial planner and portfolio consultant with Ellis Investment Partners, LLC. Don also provides investment portfolio management and retirement income planning services to his clients. With over 29 years of experience, he is the host of the Retirement Income Program on Philly’s radio station 990AM “The Answer” and has also been hosting educational workshops on the concepts of investing, retirement income planning and estate planning over the past 10 years. He holds the following designations: Chartered Benefit Consultant (CBC), Certified Estate Planner (CEP®), Retirement Income Certified Professional® (RICP®), Certified Fund Specialist (CFS®) and National Social Security Advisor (NSSA®). Specializing on the entire retirement income plan which often includes various insurance products, Don is also the CEO and President of Spectrum Financial Group, Inc., a financial services firm which compliments the investment planning process with insurance products including life, disability, annuities, and long-term care insurance to both individual clients and small businesses. He has consulted business owners in the areas of retirement plans, succession planning and employee benefits.
In 2012 Don joined Ellis Investment Partners, LLC and is a member of the firm’s Investment Committee. Prior to that he was associated with Capital Management Services, Inc. from March 2004 through March 2012. Don is extremely committed to supporting the local community. He volunteers his time as a certified firefighter/ first responder. He is a private pilot and an avid aviator. Don and his wife Helen have been married since 1994 and they have two children.
Investment Advisory Services are offered solely by Ellis Investment Partners, LLC a Registered Investment Adviser, 920 Cassatt Rd., 200 Berwyn Park Suite 115, Berwyn, PA 19312, (484) 320-6300. Spectrum Financial Group, Inc. and Ellis Investment Partners, LLC are not affiliated.
To find out more on services offered through Spectrum Financial Group, Inc., please click on the following link: www.spectrumfinancialgroupinc.com