Education: B.S. in Business Administration from The Pennsylvania State University
Advanced
Credentials/Designations:
Accredited Investment Fiduciary™ (AIF®)
Certified Investment Management Consultant (CIMC)
Registered Financial Consultant (RFC)
Life, Accident, & Health Insurance Licensed
Memberships:
Financial Planning Association
The Alternative Investment Management Association Limited
National Association of Life Underwriters
Association for Advanced Life Underwriters
Small Business Association
The Professional Business and Financial Network
Admitted into the NFL Players Association Financial Advisors Program as a Registered NFL Players Association Financial Advisor
Listed in the Professional Business & Financial Network (PBFN)
Statement of Service: Mr. DeFluri has presented numerous seminars on asset allocation, security selection protocol, hedge fund analysis and sophisticated estate and asset protection planning techniques for many university and professional organizations. He is the developer of the Six Steps of Wealth
Wisdom. He has in the past and is currently serving on both private and public boards of
directors. He is a contributing author to three nationally published books. Mr. DeFluri has
provided numerous companies with start-up advice and is currently serving on The Pennsylvania State University Libraries Development Advisory Board. He has also served on The Pennsylvania State University Athletic Committee Board of Advisors. Mr. DeFluri is listed in the American
Society of Associates Executives-Speakers Directory as well as in Who’s Who in Finance and
Industry.
