Deana A. Calvelli
AIF, CEBS
Creative Planning
Deana Calvelli is a consultant with Creative Planning. Ms. Calvelli develops and implements strategies that help plan sponsors engage and retain talent and drive business results. As a 20+ year industry veteran, she has specialized expertise in enhancing employer fiduciary protection, improving the financial health of employees, and streamlining plan administration. She and her team work with plans of all sizes including defined contribution, defined benefit and executive benefits. With many years of experience working with larger plans, she is adept at solving complex retirement plan problems and consulting on mergers & acquisitions. Ms. Calvelli also helps plan sponsors to align financial and health & welfare benefits strategies for employees at all life stages and improve workforce productivity.
215-813-6863
Philadelphia, PA
Client Plans: 1,100
Participants: 575,000
