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Don Avgerinos, Financial Advisor

CBC, CEP, RICP®, CFS®

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.

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Spectrum Financial Group, Inc. offers investment related and insurance services, (610) 935-7645. Investment Advisory Services are offered solely by Ellis Investment Partners, LLC a Registered Investment Adviser located in Berwyn, PA, and registered with the Securities and Exchange Commission (SEC), (484) 320-6300. Spectrum Financial Group, Inc. and Ellis Investment Partners, LLC are not affiliated. Neither Ellis Investment Partners LLC nor Spectrum Financial Group Inc. provides tax or legal advice. Individuals should consult with a tax or legal adviser for their specific situation. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Ellis Investment Partners LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Ellis Investment Partners LLC’s current written disclosure brochure filed with the SEC which discusses among other things, Ellis Investment Partners LLC’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. 

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