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Delagify Financial
Delagify Financial helps individuals and small businesses avoid rip-offs, mistakes, and taxes with straight advice and no hidden agenda. It closes gaps around...
Overview
Delagify Financial helps individuals and small businesses avoid rip-offs, mistakes, and taxes with straight advice and no hidden agenda. It closes gaps around taxes, wrong products, and poorly informed decisions by providing both investment advice and tax advice in house. As fee-only fiduciaries, the firm has no product to push and charges based on scope of work rather than client assets.
General information
Firm type
other
Location
City
Denver
Principals
Robert Persichitte
CPA, CFP®, CFA, CFE
David Campos
EA
Robert Persichitte
Frequently asked questions
What investment stages does Delagify Financial typically target?
No target investment stages have been disclosed. The firm's strategy, including stage preference, cannot be determined from public information.
Which sectors does Delagify Financial focus on?
No sector preferences have been publicly identified. The firm's areas of focus remain unspecified across all sources consulted.
Has Delagify Financial been involved in any recent deals or capital commitments?
No recent deals, capital raises, or operational events have been publicly reported for Delagify Financial in the last 24 months.
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