Stephen Dellelo

Founder and President

 

Stephen Dellelo, ChFC, CLU, MSFS

Founder and President

Stephen is the Founder and President of Retirement Income Strategies, a holistic financial planning firm, where he has been providing retirement income strategies to families nearing or in retirement for 30 years. He holds an accounting degree from Bentley University and an MBA and master's degree in Financial Services.  He is a Chartered Financial Consultant and a Certified Financial Fiduciary (CFF).

Stephen is a former college professor and currently provides financial literacy to students in the Jr. Achievement Program. He is the co-author of the book Tax-Free Money for Long Term Care and has published various articles on personal finance.

He was recently chosen by The Dementia Society of America to educate and help financially prepare families for the road ahead.  

He is a member of Ed Slott, an organization of financial professionals who are committed to the study and mastery of IRA planning.  As a member, Stephen has participated in numerous training workshops on individual retirement accounts.

Stephen likes to spend his free time caring for his wife Lorraine, with his grandchildren, shooting on the range or watching Patriot football games.  He has also been known to dabble in the kitchen a bit.


Phone 508-819-0351
Fax 508-793-2390
Mobile Phone 508-725-7141