Steve Dellelo - Community Involved Financial Consultant

Stephen Dellelo is a financial consultant working with varied clients and communities. His educational foundation includes a bachelor's in accounting from Bentley University, an MBA from Babson College, and a master's in financial services from the Institute of Business. A investment advisor with Prosperity Capital Advisors (PCA), Stephen Dellelo develops holistic retirement and investment plans for individuals and business owners with an emphasis on tax management.

In his career, Mr. Dellelo has been involved with several professional organizations and has received numerous accolades. He is a member of Ed Slott's Elite IRA Advisor Group(SM), and holds certifications such as Certified Financial Consultant, Certified Financial Fiduciary® (CFF), and Retirement Income Certified Professional® (RICP). His has worked with the Massachusetts Dental Society involved developing estate and retirement plans and managing 401(k) plans for dentists across New England, earning him recognition as a top producer for 17 consecutive years.

Mr. Dellelo is also involved in volunteer work, which includes financial education initiatives and charitable activities. In his leisure time, he enjoys spending time with his grandchildren, dabbling in the kitchen, and cheering on the New England Patriots.