Credentials and affiliations

Professional designations

CPA — Certified Public Accountant credential held by Robert Persichitte

Certified Fraud Examiner credential held by Robert Persichitte

Certified Financial Planner credential held by Robert Persichitte

Enrolled agent — IRS Enrolled Agent credential held by David Campos

Affiliations

Delagify Financial, LLC BBB Business Review

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.