What makes us different?

The Advisor
The Focus
The Firm
The Service
Meet Randal

Meet Randal

My name is Randal DeFillippis and I'm a Financial Advisor with LPL Financial and the owner of PharmaFinancialAdvisor.com

I became a Financial Advisor for two simple reasons. The first is I like math (yes I'm a bit of a nerd), and the second is I like working with people.

I've always had a passion for Finance. Throughout college I majored in Finance and minored in Economics, graduating from Rowan University in 2013.

Since then I've spoken with literally hundreds of different people and helped numerous families to plan for and pursue their retirement goals.

I love what I do because I get to build long lasting relationships with my clients and I feel like have the opportunity to improve the lives of every single person I meet.

When it comes to managing money I understand trust is a huge factor, and I know that can take time.

But if you're looking for guidance, I'd like the opportunity to earn it.

Helping Pharmaceutical Employees

Helping Pharmaceutical Employees

Pharmaceutical employees are in an interesting position.

They usually get many options for investment benefits, but not much one on one guidance.

They have options available, but when they call someone for guidance they get someone who:

  1. Doesn't know them.
  2. Doesn't understand their financial situation.
  3. Won't be there when they change jobs or retire.

That's why I started this website. My goal is to give Pharma-employees someone that can help them for the long haul.

As they say, Rome wasn't built in a day, and neither is your financial freedom.

Allow me to provide the building blocks to help get you there.

Still curious? Check out my blog post: Why the Heck do I Help Pharma Employees?

LPL Financial

LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Financial Planning, Made Simple

Financial Planning can have many components and there are enough options to make it feel overwhelming.

Let us help simplify the process for you and get you started on a path toward financial freedom.

Employer Benefits Analysis

Employer Benefits Analysis

401(k)s and other investment benefits through work can have various tax benefits and implications, and play an important role in your overall investment strategy.

Retirement Planning

Retirement Planning

The planning and preparation for creating financial freedom and living without a paycheck can be daunting. Let us help you build a plan to get you there.

Tax Strategies

Tax Strategies

Investment and retirement vehicles have different tax consequences and numerous benefits. Let us show you how to think long term and build a plan around your investment tax strategy.

Investments

Investments

The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.

College Funding

College Funding

Learn about the education investing options available to you, and start investing for your child’s future today. 


Insurance

Insurance

Money management is about more than just accumulating and investing your assets — you also have to protect those assets.

Online Access

Online Access

Access all of your financial information 24/7 in one convenient place with our WealthLink Personal Financial Website.

Go Paperless

Go Paperless

Deal with less cluter, opt in to paperless statements and take advantage of our esign abilities to waste less paper and set up your account with ease.

Let's find out if we can help you.

Schedule a Call with Randal

(03/21)