Don Avgerinos, Financial Advisor
Don Avgerinos, CBC, CEP®, RICP®, CFS®, is a financial planner and portfolio consultant with Ellis Investment Partners, LLC. Don also provides investment portfolio management and retirement income planning services to his clients. With over 29 years of experience, he is the host of the Retirement Income Program on Philly’s radio station 990AM “The Answer” and has also been hosting educational workshops on the concepts of investing, retirement income planning and estate planning over the past 10 years. He holds the following designations: Chartered Benefit Consultant (CBC), Certified Estate Planner (CEP®), Retirement Income Certified Professional® (RICP®), Certified Fund Specialist (CFS®) and National Social Security Advisor (NSSA®). Specializing in the entire retirement income plan, which often includes various insurance products, Don is also the CEO and President of Spectrum Financial Group, Inc., a financial services firm which compliments the investment planning process with insurance products including life, disability, annuities, and long-term care insurance to both individual clients and small businesses. He has consulted business owners in the areas of retirement plans, succession planning, and employee benefits.
Don volunteers his time as a certified firefighter/first responder in Chester County, PA. He is a private pilot and an avid aviator. Don and his wife, Helen, have been married since 1994 and they have two children.