Philadelphia Estate Planning Council

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Michael DeFillipo

1847 Private Client Group

 

Member profile details

First name
Michael
Last name
DeFillipo
Suffix/Designations
CLU, ChFC
Organization
1847 Private Client Group
Title
Partner
Website
 

Additional Membership Information

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Primary Discipline
Insurance
Secondary Discipline(s)
  • Financial Planning
Professional Bio
Michael DeFillipo joined 1847Financial in August 2016. He builds relationships with clients to provide creative and valuable solutions for every stage of life. Michael’s clients continue to work with him due to his passion, dedication and commitment to being a resource for their financial security.

Michael is a 2004 graduate of Swarthmore College with a degree in Biology. He has been involved in the insurance and advisory industry since his graduation. Currently, Michael holds a Life Accident and Health, Series 65, 63, 6 and 7Licenses. He received his Chartered Life Underwriter (CLU®) designation from The American College of Financial Services in 2017 and his Chartered Financial Consultant (ChFC®) designation in 2019. Michael is also an active participant in the Philadelphia Estate Planning Council, authoring several articles for the Council’s Newsletter and has been a speaker at several industry marketing events.

Today Michael resides in Rydal, PA with his wife Kearney, daughter Juniper, and their dog, Basil. He played club rugby, varsity baseball and varsity football while attending Swarthmore College. When Michael is not hard at work, you can find him deep in thought about baseball analytics, cooking on the grill, or spending time at home working outdoors.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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