Delta Financial Advisors, Inc.

Description

Address: 10539 Metropolitan Ave, Kensington, MD 20895 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (301) 962-0480: Place name: : : : Category: : : Website: Website: http://www.deltafinancialadvisorsinc.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question

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Delta Financial Advisors, Inc. Employees

Employee
Years
Job
Industry
Joseph A. Fischetti Joseph A. Fischetti Washington D.C. Metro Area Details
Joseph A. Fischetti's Delta Financial Advisors, Inc. Experience January 1996 - Present
Job COO/CCO Delta Financial Advisors, Inc.
Industry Financial Services
Experience
Cugin Enterprises, LLC   September 2003 - Present
Delta Financial Advisors, Inc.   January 1996 - Present
Delta Financial Advisors, Inc.   January 1996 - Present

Skills
Investments, Investment Advisory, Retirement Planning, Retirement, Series 7, Wealth Management, Financial Advisory, Investment Management, Portfolio Management, Investment Strategies, Strategic Planning, Financial Services, Estate Planning, Management, Mutual Funds, Leadership, Strategic Financial..., Securities, Asset Management, Fixed Annuities, Alternative Investments

Education
Montgomery College   1988 — 1990

Walter Johnson High School   1984 — 1988

Scott Burt Scott Burt Washington D.C. Metro Area Details
Scott Burt's Delta Financial Advisors, Inc. Experience 2003 - 2005
Job Instructional Systems Designer at McKinley Group
Industry E-Learning
Experience
McKinley Group  May 2014 - Present
Scottrade  September 2010 - May 2014
Wachovia Bank, N.A.   2005 - 2010
Delta Financial Advisors, Inc.   2003 - 2005
Charles Schwab  1999 - 2002
Charles Schwab  1998 - 1999
Charles Schwab  1997 - 1998
Charles Schwab  1993 - 1997

Skills
Instructional Design, Instructor-led Training, Coaching, Training, Employee Training, Management, Analysis, Sales, Business Development, Human Resources, Leadership, New Business Development, Interviews, E-Learning, Time Management, Selling, Needs Analysis

Education
University of Maryland Baltimore County   2011 — 2013
Master of Arts (M.A.), Instructional Systems Development, 4.0 GPA

University of Iowa - Henry B. Tippie College of Business   1987 — 1989
BBA, Finance

Jacob DeFilippo Jacob DeFilippo Silver Spring, Maryland Details
Jacob DeFilippo's Delta Financial Advisors, Inc. Experience July 2013 - Present
Job Client Services/Marketing Associate at Delta Financial Advisors, INC.
Industry Financial Services
Experience
Delta Financial Advisors, Inc.   July 2013 - Present
Maryland Capital Enterprises Inc.  September 2012 - January 2013
Delta Financial Advisors, Inc.   2009 - 2012

Skills
Compliance, Portfolio Management, Financial Transactions, Social Media Marketing, Event Planning, Event Management, Financial Services, Microsoft Office, Microsoft Excel, Investments, Sales

Education
Salisbury University

Nathan Bartel Nathan Bartel Greater Seattle Area Details
Nathan Bartel's Delta Financial Advisors, Inc. Experience June 2006 - September 2008
Job Partner Relations Manager at Amazon Instant Video
Industry Information Technology and Services
Experience
Amazon  January 2015 - Present
Zones, Inc.   March 2014 - December 2014
Zones  January 2013 - March 2014
AGT and CCEO Enterprises   November 2011 - September 2012
Chase Bank and Chase Investment Services Corp.   January 2010 - November 2011
Charles Schwab  September 2008 - January 2010
Delta Financial Advisors, Inc.   June 2006 - September 2008
City Of Hyattsville, Maryland  2006 - 2007
The Catholic University of America  2004 - June 2006
The Catholic University of America  2002 - 2004

Skills
Leadership, Strategy, Program Management, Management, Project Management, Training, Customer Service, Analysis, Marketing, Microsoft Office, Editing, Business Process..., Public Speaking, Strategic Planning, Writing, Press Releases, Marketing Strategy, Research, Digital Media, Content Management, Relationship Management

Education
The Catholic University of America   2004 — 2007
MA, Philosophy

Gonzaga University   1998 — 2002
BA, English

Aaron M. Szager, CFP® | Financial Planner | Aaron M. Szager, CFP® | Financial Planner | Washington D.C. Metro Area Details
Aaron M. Szager, CFP® | Financial Planner |'s Delta Financial Advisors, Inc. Experience July 2010 - Present
Job Partner, Director of Financial Planning
Industry Financial Services
Experience
Delta Financial Advisors, Inc.   July 2010 - Present
UBS Wealth Management  October 2008 - June 2010
Ferris, Baker Watts, Inc.   September 2006 - October 2008
1717 Capital Management Company   September 2001 - September 2006

Skills
Investments, Portfolio Management, Risk Management, Financial Planning, Retirement Planning, Wealth Management, Insurance, Estate Planning, Inheritance Tax Planning, Charitable Giving, Strategic Financial..., Financial Risk, Finance

Education
Salisbury University - Perdue School of Business   1996 — 2000
BS, Business Management, Finance

John McNeal John McNeal Manchester, Maryland Details
John McNeal's Delta Financial Advisors, Inc. Experience May 2015 - Present
Job Intern at Delta Financial Advisors, Inc.
Industry Financial Services
Experience
Delta Financial Advisors, Inc.   May 2015 - Present
Salisbury University  August 2014 - Present
Saferide  January 2014 - May 2015
Hunt Valley Catering   June 2009 - May 2015
U.S. House of Representatives   May 2014 - August 2014

Skills
Customer Service, Data Entry, Microsoft Word, Microsoft Excel, Access, PowerPoint, Online Data Entry, FileBound, IQ- Lockhead Martin..., Filing, Conflict Resolution, Photocopier, Customer Relations, Financial Services, Financial Analysis, Financial Planning, Financial Risk, Finance, Microsoft Office, Research, Marketing Strategy, Social Media, Event Planning, Public Speaking

Education
Salisbury University - Perdue School of Business   2012 — 2016
Bachelor's Degree, Finance and Marketing, 3.4/4.0 GPA

Hereford High School   2008 — 2012

Beverly A. Fischetti, CPA, CFP© Beverly A. Fischetti, CPA, CFP© Washington D.C. Metro Area Details
Beverly A. Fischetti, CPA, CFP©'s Delta Financial Advisors, Inc. Experience November 1992 - Present
Job at Fischetti Tax Preparation
Industry Financial Services
Experience
Delta Financial Advisors inc  November 1992 - Present
Delta Financial Advisors, Inc.   November 1992 - Present
Beverly A. Fischetti CPA   July 1985 - Present
Fischetti Tax Preparation   January 1985 - Present
Beverly Fischetti, CPA   1980 - 2010
Department of Energy  1979 - 1982

Skills
Investment Management, Small Business..., Brokerage, Personal Financial..., Investment Advisory..., Tax Analysis, Tax Advisory, Inheritance Tax Planning, Estate Tax Planning, Personal Tax Planning, Business Tax Planning, Securities, Strategic Financial..., Finance, Portfolio Management, Retirement Planning, Financial Advisory, Accounting, Analysis, Financial Services

Education
American University   1975 — 1978
Masters, Accounting

American University   1972 — 1975
B.A., Accounting

Anthony DeFilippo Anthony DeFilippo Silver Spring, Maryland Details
Anthony DeFilippo's Delta Financial Advisors, Inc. Experience June 2010 - July 2012
Job Intern at Neff Rental
Industry
Experience
Neff Rental  May 2014 - Present
Delta Financial Advisors, Inc.   June 2010 - July 2012

Education
Towson University   2012 — 2014
Business Administration with a Concentration in International Business, Senior

Universidad Veritas   2012 — 2012
International Business