Anthony F. DeRose,
JD*, CPA*, MBA, CBEC®
Partner
“I grew up in this business, and I have a truly great mentor who has taught me the value of financial planning. I now have the ability to see that value translated to the faces of our clients.”
Anthony, Partner at DeRose Financial Planning Group, strives to help his clients achieve success in their financial future by tailoring a financial plan that reflects each client’s individual goals and objectives.
Prior to his current role, Anthony worked for Deloitte as a Certified Public Accountant focused on international taxation. Anthony graduated from Indiana University with a Bachelor of Science degree in accounting and international studies, and a Master of Business Administration in accounting with a concentration in financial analysis. He later graduated magna cum laude with a Juris Doctorate degree from the University of Illinois College of Law.
Anthony holds FINRA Series 7 and 66 licenses, as well as life and health insurance licenses in the state of Illinois. Anthony specializes in social security strategies and is also a member of Lincoln Financial Advisors’ Business Intelligence Institute, which provides business owners with innovative strategies to help grow and protect their business. Additionally, he holds the Certified Business Exit Consultant designation - a designation focused on business owners’ preparing to exit their business and the best strategies and solutions for such exit.
Outside of work, running is one of his passions – he has proudly completed twelve marathons in his lifetime!
*Licensed, but not practicing on behalf of Lincoln Financial Advisors.
Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.