Michael Deperto, CHFC® CLU®

With more than 30 years of experience in the financial industry, I take a comprehensive, fiduciary approach to financial planning in advisory relationships—helping clients align retirement, tax strategies, and estate planning into one coordinated plan. My philosophy is simple: strong relationships are built on trust, open communication, and a shared sense of responsibility.

I hold a business degree from St. Bonaventure University as well as ChFC® and CLU® designations from The American College. Clients describe me as caring and committed, with a focus on providing clarity and confidence in the decision-making process.

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

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