Don Avgerinos, CBC, CEP®, RICP®, CFS®, is an experienced financial planner and portfolio consultant affiliated with Ellis Investment Partners, LLC. Alongside his role as a financial planner, Don offers investment portfolio management and retirement income planning services to his clients. With a wealth of knowledge spanning over three decades, Don is not only recognized as the host of the Retirement Income Program on Philly’s radio station 990AM “The Answer,” but he has also conducted educational workshops on investment concepts, retirement income planning, and estate planning for the past decade.
Don holds several esteemed designations, including Chartered Benefit Consultant (CBC), Certified Estate Planner (CEP®), Retirement Income Certified Professional (RICP®), Certified Fund Specialist (CFS®), and National Social Security Advisor (NSSA®). His expertise lies in comprehensive retirement income planning, often incorporating various insurance products. Additionally, Don serves as the CEO and President of Spectrum Financial Group, Inc., a financial services firm that complements the investment planning process by offering insurance products such as life insurance, disability insurance, annuities, and long-term care insurance to both individual clients and small businesses. He also provides consulting services to business owners in the areas of retirement plans, succession planning, and employee benefits.
Outside of his professional commitments, Don dedicates his time as a certified firefighter/first responder in Chester County, PA. He nurtures a passion for aviation and is an avid aviator as a private pilot. Don has been happily married to his wife, Helen, since 1994, and together they have two wonderful children.
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.