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Chfc Ross Deluca Crpc
Chfc Ross Deluca Crpc
Vice President, Financial Advisor | Bluestone Bank
Boston, Massachusetts, United States
Chfc Ross Deluca Crpc
Summary
Chfc Ross Deluca is a seasoned Financial Advisor based in Boston, Massachusetts, with a robust background in financial planning and wealth management. He is dedicated to empowering individuals and businesses through comprehensive financial education and tailored advisory services. With over two decades of experience in the financial services industry, Ross has honed his expertise in retirement planning, asset allocation strategies, and client relationship management. He holds multiple professional designations, including ChFC and CRPC, and is licensed in Massachusetts and Rhode Island. Ross is also a part-time instructor at Bridgewater State University, sharing his knowledge with the next generation of financial professionals. His commitment to client service and education sets him apart in a competitive field, making him a valuable resource for those seeking financial guidance.
Chfc Ross Deluca Crpc
Work Experience
Vice President, Financial Advisor at
Bluestone Bank
June 2022 - Present
Financial Advisor, Osaic Institutions, Inc. at
OBRAS Y SERVICIOS ARQUITECTOS INGENIERIA Y CONSTRUCCION E.I.R.L.
June 2022 - Present
Senior Instructor at
Bridgewater State University
September 2005 - Present
Financial Advisor at
EQUITABLE ADVISORS LIMITED
March 2021 - June 2022
Financial Planner / (508) 320-1071 at
Securities America Inc.
October 2007 - March 2021
Financial Advisor at
UBS Group AG
January 2006 - January 2007
Client Relationship Manager at
January 2004 - January 2006
Relationship Manager at
State Street Global Advisors
January 1998 - January 2004
New Business Consultant at
Signature Financial Partners, LLC
January 1996 - January 1998
Team Leader at
Putnam Investments
January 1992 - January 1996
Chfc Ross Deluca Crpc
Education
The American College of Financial Services, Chfc® / Cfp®
January 2019 - January 2021
Bridgewater State University, M.A.
January 1997 - January 2000
Johnson and wales University, B.S.
January 1990 - January 1993
College for Financial Planning, Chartered Retirement Planning Counselor / Crpc
January 2012
MacEwan University, Edmonton, Canada, Management
Frequently Asked Questions about Chfc Ross Deluca Crpc
What is Chfc Ross Deluca Crpc email address?
Chfc Ross Deluca Crpc's primary email address is *******@bluestone.bank. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Chfc Ross Deluca Crpc work for?
Chfc Ross Deluca Crpc is a Vice President, Financial Advisor at Bluestone Bank, a company specializing in Depository Credit Intermediation.
Where Chfc Ross Deluca Crpc graduated from?
Chfc Ross Deluca Crpc holds a degree in Financial Planning And Services from The American College of Financial Services.
How can I directly contact Chfc Ross Deluca Crpc?
To contact Chfc Ross Deluca Crpc directly, you can use the email address *******@bluestone.bank. Complete contact information is available upon registration with Muraena.
Who is Chfc Ross Deluca Crpc?
Chfc Ross Deluca is a seasoned Financial Advisor based in Boston, Massachusetts, with a robust background in financial planning and wealth management. He is dedicated to empowering individuals and businesses through comprehensive financial education and tailored advisory services. With over two decades of experience in the financial services industry, Ross has honed his expertise in retirement planning, asset allocation strategies, and client relationship management. He holds multiple professional designations, including ChFC and CRPC, and is licensed in Massachusetts and Rhode Island. Ross is also a part-time instructor at Bridgewater State University, sharing his knowledge with the next generation of financial professionals. His commitment to client service and education sets him apart in a competitive field, making him a valuable resource for those seeking financial guidance.
Chfc`s contact details
*******@bluestone.bank
Colleagues
VP Loan Operations Manager
Commitee Member
Executive Vice President
Senior Vice President - Team Leader
Vice President and Loan Officer
1st Senior VP, Residential & Consumer Lending
Senior Vice President & Senior Risk Officer
Vice President Director of Corporate Services
President and CEO
Executive Vice President, Chief Operating Officer