Derek Fiorenza

C(k)P®, CPFA, AIF®, PPC™
Summit Group Retirement Planners, Inc.

Fiorenza Derek lg

Summit Group Retirement Planners, Inc. (SGRP) is a Registered Investment Advisory Firm (RIA) registered in the state of Pennsylvania and New Jersey. The firm was founded with the goal of serving employers and employees featuring specialists in qualified retirement plans. As co-founder of SGRP, Mr. Fiorenza serves as an Investment Advisor Representative (IAR) of the RIA. He is also COO/CCO of the corporation where he focuses on expanding the firm by providing an extremely high level of service to qualified corporate retirement plan clients and the industry as a whole.
King of Prussia, PA
Client Plans: 60
Participants: 2,500






Case Studies

Advisor Search