Ellen M. DeSarno, CFP®, ChFC, CLU, ADPAsm
Ellen graduated Cum Laude from Rider University in 1984 with a bachelor's in Business Administration. She joined Equitable Advisors in 1990 with a focus on retirement planning, estate planning & asset allocation strategies. Ellen is a CERTIFIED FINANCIAL PLANNER(TM) professional, Chartered Life Underwriter, Chartered Financial Consultant and Accredited Investment Fiduciary AIF®.
She was awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Certificate in Retirement Planning from The Wharton School of Business. Her proficiency in financial & estate planning strategies for same-sex couples is well known throughout the industry and she is a member of MENSA.
Ellen resides in Livingston, NJ & Bradley Beach, NJ with her spouse Patti and is active in philanthropy. She is a supporter of Garden State Equality, Human Rights Campaign Fund, Thomas Peterpaul Foundation, Rain Foundation of Essex County, Betty Maddalena Foundation and Allaire Community Farm.
CA Insurance License # OH44952
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
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Diligence Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.