Advisor at Pen Facs Financial Services
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Firm
Pen Facs Financial Services
Location
Salem, NH
Credentials
CFP®, ChFC®, Series 63
Industry experience
51 years
Ronald Degregorio is a CFP® and ChFC® with 51 years of experience in financial services. He is the sole advisor at Pen Facs Financial Services in Salem, NH, where he has worked since 1977 and also operates related entities focused on insurance and investment advisory services. Degregorio serves as chairman of the board of USA Hockey and is a council member of the International Ice Hockey Federation, dedicating significant time to governance and the development of hockey. Pen Facs Financial Services provides portfolio management to a small, concentrated client base including pension and profit-sharing plans, trusts, estates, corporations, and individuals. The firm uses both fundamental and technical analysis with primarily non-discretionary account management.
Based on Pen Facs Financial Services
1% assets under management, billed quarterly
Salem, NH
Massachusetts · New Hampshire
The New Penfacs Inc.
2008 - Present (18 years)
The New Penfacs Insurance Agency
2007 - Present (19 years)
SELF EMPLOYED
1985 - Present (41 years)
Penfacs Financial Services
1977 - Present (49 years)
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Insurance agent
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Other specialized services
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