Frank Capriotti
Financial Planner at Delphi Wealth Management Group, LLC | Exton, Pennsylvania, United States
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Frank Capriotti is a dedicated Financial Planner at Delphi Wealth Management Group, LLC, where he leverages over 16 years of industry experience to help clients achieve their long-term financial goals. In his current role, Frank specializes in comprehensive wealth management strategies, with a particular focus on retirement planning, investment advisory services, and personalized financial solutions. His expertise encompasses a broad range of financial instruments, including bonds, alternative investments, and separately managed accounts, enabling him to craft tailored portfolios that align with each client’s risk tolerance and retirement objectives.
At Delphi Wealth Management Group, Frank is actively involved in key projects that emphasize sustainable wealth accumulation and risk mitigation. He works closely with clients to develop customized 401(k) rollover strategies, optimize asset allocation, and implement tax-efficient investment plans. His deep understanding of Series 63 and his Certified Financial Planner (CFP) designation underscore his commitment to maintaining the highest standards of fiduciary responsibility and industry knowledge.
Frank’s approach is rooted in relationship management, ensuring ongoing communication and education to empower clients to make informed financial decisions. His proficiency in alternative investments and wealth management allows him to identify unique opportunities that diversify portfolios and enhance growth potential. By staying current with industry trends and regulatory changes, Frank ensures that his clients benefit from innovative solutions and sound financial advice, ultimately helping them secure a sustainable and comfortable retirement.
Financial Planner at Delphi Wealth Management Group, LLC in April 2022 to Present
Senior Financial Advisor, Registered Representative at Citadel Credit Union in June 2016 to April 2022
Wealth Associate at Citadel Credit Union in November 2014 to June 2016
Investment Administrator at Vanguard Asset Management Services in October 2011 to November 2014
Investment Consultant at Vanguard Asset Management Services in December 2007 to October 2011
Investment Specialist at Vanguard Asset Management Services in May 2007 to December 2007
Retirement Specialist at Vanguard Asset Management Services in July 2006 to May 2007
Financial Representative at MetLife Financial Services in May 2005 to June 2006
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Widener University, Masters, July 2026
Widener University, Bachelors, July 2026
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Retirement Planning
Investment Strategies
Investment Advisory
Investments
Series 63
Mutual Funds
Asset Allocation
Portfolio Management
Retirement
Finance
401k
Alternative Investments
Credit
Financial Services
Securities
Wealth Management
Strategic Financial Planning
Investment Management
Financial Advisory
Estate Planning
Employee Benefits
Fixed Income
Equities
Asset Management
Financial Risk
Bonds
Options
IRAs
Series 6
High Net Worth Individuals
ETFs
401k Rollovers
Roth IRA
Certified Financial Planner
Separately Managed Accounts
Wealth Management Services
Series 7
Relationship Management
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What is Frank Capriotti email address?
Email Frank Capriotti at [email protected]. This email is the most updated Frank Capriotti's email found in 2026.
How to contact Frank Capriotti?
To contact Frank Capriotti send an email to [email protected]. (updated on May 15, 2025)
What company does Frank Capriotti work for?
Frank Capriotti works for Delphi Wealth Management Group, LLC
What is Frank Capriotti's role at Delphi Wealth Management Group, LLC?
Frank Capriotti is Financial Planner
What is Frank Capriotti's Phone Number?
Frank Capriotti's phone (215) ***-*351
What industry does Frank Capriotti work in?
Frank Capriotti works in the Financial Services industry.
Frank Capriotti Email Addresses
Frank Capriotti Phone Numbers
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