Robert Persichitte, CPA, CFP®, CFA, CFE
I help clients keep their money by avoiding rip-offs, mistakes, and taxes.
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Serving Clients Nationwide
I help clients keep their money by avoiding rip-offs, mistakes, and taxes.
Areas of Focus
- Business Owners
- Financial Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Tax-Efficient Planning
- Taxes
About Robert Persichitte, CPA, CFP®, CFA, CFE
Hi, I'm Robert Persichitte, Founder of Delagify Financial.I am an accountant at heart and an award-winning analyst known for using data to make sound decisions. I am driven to improve the world and help clients avoid mistakes and scams.
Since 2017, I have directed the Volunteer Income Tax Assistance (VITA) Program at the Metropolitan State University of Denver and served as an Affiliate Professor. I served as an auditor for over ten years, working in tax, fraud, and asset recovery.
I hold the CPA, CFP®, CFA, and CFE designations, and I combine my accounting background with financial modeling to help clients think about both today's tax bill and their long-term tax picture.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Fraud Examiner (CFE)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
Affiliations
-
BBB Accredited Business
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
1415 Park Ave W, Denver, CO 80205, USA
Additional Locations
📍 5610 Ward Rd STE 300 Arvada, CO 80002
📍 201 Milwaukee St Unit 200 Denver, CO 80206
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory consultation. We'll get to know each other and understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Delagify Financial
Delagify Financial is a fee-for-service tax and financial planning firm based in Denver, Colorado, dedicated to helping clients keep their money by avoiding rip-offs, mistakes, and taxes. With satellite offices in Arvada, Colorado, we work with clients across the state and the nation using remote meetings.Who We Serve
We work with individuals and small businesses who want straightforward, objective guidance on their taxes and financial plans. We specialize in taxes for individuals and small businesses, and we also offer a Second Look review for clients who already have a plan from another advisor and want an objective assessment of it.
Planning Specialties
We specialize in taxes and fixing problems. For taxes, we create comprehensive plans that minimize lifetime taxes. We incorporate all the tax issues that may crop up including wages, company stock, capital gains, options, and RMDs. We go beyond Roth vs Traditional. For problems, we help clients evaluate their past decisions and create an exit strategy if necessary. We discuss things like fees, risk exposure, and tax efficiency. If necessary, we will look at the impact of corrective actions like surrendering a whole life policy, selling loaded funds, or managing taxes related gains in taxable account.
Transparent Pricing
We are a fee-for-service firm, which means we only charge for the services we provide. We don't sell products or charge based on managed assets — instead, we bill solely based on the complexity of your situation.
Investment advisory services are offered through Delagify Financial, LLC, a Registered Investment Advisor (RIA) registered with the State of Colorado.
Education
Harvard University, Master's Certificate, Data Science | Metropolitan State University of Denver, Master's Degree, Financial Forensics and Fraud Investigation | Regis University, Bachelor's Degree, Economics and Accounting
Volunteer Experience
Site coordinator for MSU Denver's VITA volunteer program since 2017
Hobbies and Interests
- Board Games
- Hiking
- Theater
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- DIY Investors
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Mid-Career Professionals
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