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Micah Delo

CFP®
AD Financial Partners
Pittsburgh, PA
It all starts with a sincere conversation.
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Meet Micah

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Introduction - Micah Delo
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Second Opinion Service - Micah Delo
Video Transcripts

Micah began his career in financial services in 2007 with AXA Advisors, serving as an insurance and investment professional. He built a practice centered on a consultative approach, educating clients in financial matters and communicating effective, well thought-out plans to help them meet their needs. In 2011 Micah was promoted to Divisional Vice President. In this role, Micah was responsible for the recruitment, training, and mentorship of new financial advisors…

Micah began his career in financial services in 2007 with AXA Advisors, serving as an insurance and investment professional. He built a practice centered on a consultative approach, educating clients in financial matters and communicating effective, well thought-out plans to help them meet their needs. In 2011 Micah was promoted to Divisional Vice President. In this role, Micah was responsible for the recruitment, training, and mentorship of new financial advisors hired by the firm. Micah left AXA Advisors in January of 2013 and founded AD Financial Partners, an independent financial planning firm.

Micah received his B.S. in Business Administration from Westminster College, Executive Certificate in Financial Planning from Duquesne University, and his certificate in Retirement Planning from the Wharton School, University of Pennsylvania.* Micah is often invited back to his alma mater, Westminster College, to talk to current students and faculty about his experiences as a financial advisor.

As a founding member of a professional networking and referral group in Pittsburgh Micah has built relationships with some of the region's top business, legal, and financial professionals. He sits on the group's membership committee.

An avid golfer, Micah is a member of Shannopin Country Club. He is also a member of First Presbyterian Church in downtown Pittsburgh and a board member of Ligonier Camp & Conference Center. Micah is married to Emilie, an attorney, they live in Ben Avon with their daughters Marah and Maelyn.

• Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

LICENSES

Series 7 Full Registration/General Securities Representative

Series 66 Uniform Securities Advisor

Series 24 General Securities Principal

Life, Accident, and Health

ADDITIONAL EDUCATION

The Wharton School, University of Pennsylvania
Retirement Planning Specialist Designation

Duquesne University
Executive Certificate in Financial Planning


Services offered

Investment management
Financial planning
Investment consulting
Retirement planning
Tax planning
College planning
Estate planning
Insurance management
Alternative investments

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors - Westminster College
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