Planning Beyond Limits

Personal

There are a few things you should know about me.

First, I love my family. My wife, Ashley, is my rock and I adore our daughters, Eva and Naomi and son, Ari. Spending time with them is my number one priority. And this family loves the water. Every summer we pack up and head to our home on the Jersey Shore. There we hang out with our Australian Shepherd, play on the beach, and relax by the ocean. This feeds my soul.

Second, if you haven't picked up on it yet, I'm quite passionate. When I love something, I really love it. Aside from my family and time at the beach, I love music. In fact, I've been to more than 1000 concerts, no exaggeration. And, I love shoes; I have 150 pairs of cool kicks. I'm also crazy about Philadelphia sports and have never missed a Philles, Eagles or Sixers game. You might notice, I never do something small, I always go all-in.

I'm the same way when it comes to clients. I'm all in. My team and I treat our clients as if they're family, and manage their financial plans like they're our own. My style is casual and I'm a straight shooter. I don't tell you what you want to hear, I tell you what you need to know. And through it all, you know I've got your back. Always. When we fuse the present with the possible and the ambitious with the aspirational, the future is freeing.

Be limitless.

Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

Education

Penn State University - Business Administration(Bachelor of Science)

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Skippack Elementary

Proud Dad and Corporate Sponsor for Fundraising Events. Nothing gives me greater joy than being a present dad and helping to support the elementary school where our daughters, Naomi and Eva, attend. Every fall our school holds a Walk-a-thon to raise money for a number of great student programs including: school assemblies, Summer Reading Program, In-School Dinosaur Dig Experience, technology materials for school, Entertainment Night and other exciting activities.

Skippack Elementary School

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Fuse Financial in the News

Fuse Financial founder, Seth Delfiner, was interviewed and profiled in the November 2022 issue of Entrepreneur Magazine and the December 2022 issues of Bloomberg Businessweek and Fortune magazine. In Planning Beyond Limits, Seth details how he is "laser-focused on positively impacting people's lives by helping them achieve their full potential." Read about his limitless approach to financial planning in the full feature here.

A business meeting around a table.

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline