Our mission is to help people keep their money.

We help people avoid and recover from mistakes, ripoffs, and taxes.​

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R Persichitte, CFP®, CPA, CFE

Robert Persichitte, CPA/PFS, CFP®, CFE is an accountant at heart and an award-winning analyst known for using data to make sound decisions. He is driven to improve the world and help clients avoid mistakes and scams.

Since 2017, he has directed the Volunteer Income Tax Assistance (VITA) Program at the Metropolitan State University of Denver and served as an Affiliate Professor. He served as an auditor for over ten years, working in tax, fraud, and asset recovery.

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Second Look Services

We offer services to assess any financial plan made by a third party objectively.

We will evaluate:
  1. Compliance with standard practices
  2. Conflicts of interest (rip-offs)
  3. Background of the firm and financial advisor

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Delagify Financial is a Registered Investment Advisor (RIA) registered with the State of Colorado. The information contained in this presentation is for educational purposes only and is not intended to offer recommendations or tax advice. Tax advice will only be given after a client engages our services and shall be subject to the terms and condition therein. Delagify Financial does not guarantee the accuracy of the information contained in this presentation. The information is of a general nature and should not be construed as advice. ADV is available through BrokerCheck. Privacy policy is available at delagify.com/privacy-policy.

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