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Our Qualifications

Michael DeLorey, our founder and President, oversees the financial planning and investment management staffs of the firm.

His extensive education, experience, licenses and certifications make him especially qualified to help investors in the financial planning process, tax planning, investment management, risk management, retirement planning, employee benefits, and estate planning.

For twenty-five years, he has practiced and lectured continuously in the investment and financial planning profession. His broad range of experience allows him the insight and understanding of the investment and financial planning professional that few people have. He held positions of responsibility as a Broker, Sales Manager, and Branch Manager in a major Wall Street investment firm.


  • Certified Financial Planner, Financial Planning Curriculum, College for Financial Planning, Denver, Co - 1993
  • MBA, Financial Management, National University, San Diego, CA - 1979
  • BS, Major-Naval Science, Minor-Management, United States Naval Academy - 1970


  • *Institute of Certified Financial Planners
  • *Financial Planners Association

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