Provider

Frank Deluccia

schedule a free consultation

My name and I am a Financial Coach

credentials

contact

+1(215) 854-9300
fdeluccia@gpcd-cpa.com

107 Chesley Dr

Build #3

Media PA 19063

social

bio

Provider

I have been in the financial business for over 30 years and I focus my time educating clients on how money works and how to build assets safely without taking on more risk than is needed to get to their goals.

q & a

What characteristics do your favorite clients share?

They take an interest in getting more educated in the tax and financial panning areas. So they understand why they are doing what they are doing and not just taking a professionals word for it.

Why should a client hire you?

Because the advise I give them will be based on what is best for their situation. My advise is not based on fees or commissions.

Describe a time where you went beyond expectations when working with a client.

I have meet clients on a Saturday and Sunday evenings if they felt the need to talk or review their financial picture.

What single project or task would you consider your most significant accomplishment in your career to date?

Putting a tax and financial plan together for a client that was going to run out of money by age 80. After optimizing their assets for safety, higher rate of return, tax free distributions, their money will last them to over age 100.

education

LaSalle University

Bachelor of Accounting

1983

experience

Media and Phila Pa

Self Employed CPA and Financial Coach
Media, PA

11/2005 - present

associations

AICPA

Member since 2005

exams

Insurance License

1999

business info

GPCD Partners, LLC

www.gpcdcpa.com

Established 1991

I review all aspects of a clients financial situation, from taxes, investments, insurance, debt, etc.

hours of operation

Sunday closed
Monday 09:00 AM - 05:00 PM
Tuesday 09:00 AM - 05:00 PM
Wednesday 09:00 AM - 05:00 PM
Thursday 09:00 AM - 05:00 PM
Friday 09:00 AM - 05:00 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Real estate investments
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Fee-based investments
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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