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DeLuca Financial Planning
Deluca Financial Planning is a state-registered investment adviser in Paoli, PA. It has one employee and one investment adviser. The firm is based in Paoli.
Overview
Deluca Financial Planning is a state-registered investment adviser in Paoli, PA. It has one employee and one investment adviser. The firm is based in Paoli.
General information
Firm type
RIA
Frequently asked questions
Is DeLuca Financial Planning a fiduciary?
As a Registered Investment Advisor (RIA), DeLuca Financial Planning is held to a fiduciary standard, meaning it must act in clients' best interests at all times. This is a higher standard than the suitability standard that applies to brokers. Clients receive advice that is free from conflicts of interest tied to commissions or product sales.
How can I verify DeLuca Financial Planning's registration?
You can verify the registration status of any RIA, including DeLuca Financial Planning, through the SEC's Investment Adviser Public Disclosure (IAPD) website or via FINRA's BrokerCheck. These databases provide information on the firm's history, disclosures, and registration details.
Where is DeLuca Financial Planning based?
The firm's headquarters location is not publicly disclosed in available sources. Its name does not include a city or state, so no geographic focus can be attributed.
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