Jeffrey E. Marsico
CFP®, ChFC®, RICP®, CLU®, CLTC®, MSF
Senior Partner | Wealth Manager
Jeffrey is a Senior Partner and Wealth Manager at Diamond State Financial Group (DSFG). Since joining the financial services industry in 2008, Jeff has developed a nationwide practice of passionately advising his clients on their wealth management needs. Jeff designs comprehensive financial strategies using a detailed client-focused process to help individuals and families understand and pursue their financial goals time-efficiently. He aims to maximize resources to help achieve financial success over a lifelong relationship.
Contact Jeffrey
Client Update Questionnaire
Schedule a Meeting
Education
Jeff graduated Summa Cum Laude from the Lutgert College of Business at Florida Gulf Coast University with a Bachelor of Science in Finance. He also graduated from the Villanova School of Business at Villanova University with a Master of Science in Finance. He holds his Series 7 and Series 66 registrations and Life and Health insurance licenses. Jeff has also earned his CERTIFIED FINANCIAL PLANNER™ (CFP ™) certification, Chartered Life Underwriter (CLU®), and Certification for Long-Term Care (CLTC®) designations. Jeff is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.
Community
Jeffrey volunteers throughout the year as part of DSFG’s charity initiatives, dedicating time to various charitable events. He is committed to our community through fundraisers, outreach and support to make a lasting difference.
Personal
Jeff lives in Chester Springs, Pennsylvania, with his wife, Amy and two children, Kyle and Lyla. He enjoys spending time with his family, traveling, playing golf, and watching sports in his spare time.