About Us | Portfolio, Retirement & Estate Strategy

^WELCOME
I'm in This Because
I Like Helping People

Financial planning can feel like a world full of jargon and fine print, and I think that turns a lot of good people away from getting the help they need. That's why I do things differently. I keep conversations real, I explain things in plain language, and I build plans that actually fit the lives our clients are living. I'm not here to sell you something — I'm here to work with you, like good neighbors who happen to know a lot about money.

^{Why I'm Different}
A Few Things You Should Know About Working With Me

I don't operate like a big firm, and that's by design. Here's what shapes how I show up for the people I work with.

My Mission

I'm here to help people in this community make smarter financial decisions by meeting them where they are. No lectures, no pressure — just practical guidance that actually makes a difference in your day-to-day life.

My Vision

I want to be the kind of financial person people tell their friends about — the ones who made the process easy, the conversations enjoyable, and the results meaningful.

My Core Values

Honesty, approachability, and respect for your time. I'll always give it to you straight, keep things simple, and make sure our work together fits into your life — not the other way around.

^{Meet Me}
The Person Behind the Plan

I'd love the chance to introduce myself. Get to know the me, how I ended up doing this, and why I love the work.

Kenneth DiCicco CFP®

Financial Planner

^{Ready? Let’s Talk}
If You Have Any Questions,
Feel Free to Contact Me

Whether you have a specific question or just want to see what working together could look like, I'm happy to chat. No strings attached.

Grab a Time to Chat

About

WELCOMEI'm in This BecauseI Like Helping People

Why I'm DifferentA Few Things You Should Know About Working With Me