Michael Deperto, CHFC® CLU®

With more than 30 years of experience in the financial industry Michael takes a comprehensive, fiduciary approach to financial planning in advisory relationships—helping clients align retirement, tax strategies, and estate planning into one coordinated plan. His philosophy is simple: strong relationships are built on trust, open communication, and a shared sense of responsibility. Michael holds a business degree from St. Bonaventure University as well as ChFC® and CLU® designations from The American College. Clients describe him as caring and committed, with a focus on providing clarity and confidence in the decision-making process.

After seven years of running his own practice, Michael joined Rosemont Financial Group to better serve clients through collaboration, streamlined operations, and lower costs—so he can dedicate more time to what matters most: guiding clients toward long-term financial wellness.

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