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Our financial advice team


Bernie DeLaRosa

Bernie DeLaRosa

CFP®, BFA, ChFC®, CRPC®, APMA®

Private Wealth Advisor

Managing Director of
Skipping Stone Wealth
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving

Interests

  • Traveling
  • Golfing
  • Gardening
  • Spending time with family and friends.

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015-2017
  • Ameriprise Diamond Ring Club, 2009

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLU® Chartered Life Underwriter®
  • APMA® Accredited Portfolio Management Advisor℠
  • CASL® Chartered Advisor for Senior Living®

Education

  • Business Management, Bachelors of Science, St. John's University

Professional associations

  • Chair Emeritus of the Franchisee Advisory Council 2010
  • National Franchisee Advisory Council 2006-2010

Community participation

Here at Skipping Stone Wealth we believe we can and must help the millions of children who struggle with hunger every day. As a team and with the help and support of our clients we have been fortunate enough to participate with both Feed My Starving Children and Kids Against Hunger in their incredible effort to help feed kids around the world. If you are interested in joining us in this extraordinary effort please check out our events tab for the next service opportunity.