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Deana Angulo Calvelli

NFP Retirement Inc.

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About Deana Angulo Calvelli

Deana Calvelli is an investment advisor representative with NFP Retirement Inc. Deana has been in the financial services industry since 2008. Deana has a Series 7, Series 63 and Series 65 licenses. Deana has worked for several financial institutions, including LPL Financial LLC, Wells Fargo Advisors, LLC, and Lockton Investment Securities, LLC. Deana provides financial planning and portfolio management services to individuals and pension plans.

Firm Information

Deana Calvelli is currently registered with NFP Retirement Inc.. NFP Retirement Inc. is an investment advisor headquartered in Aliso Viejo, CA. With over 130 investment advisor representatives, NFP Retirement Inc. provides investment advisory services to a variety of clients, including individuals, businesses, and pension and profit-sharing plans. The firm has over $96 billion in regulatory assets under management. NFP Retirement Inc. offers financial planning, pension consulting, and portfolio management services. They also provide research reports on 401(k) plans and diligence on investment lineups.
NFP Retirement Inc.

120 VANTIS

ALISO VIEJO, CA 92656

$96.45B

Assets Under Management

30

Total Clients

126

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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research reports on 401(k) plans / diligence on investment lineups

Research reports on 401(k) plans / diligence on investment lineups

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Deana Calvelli’s Registration & Firm History

NY

07/29/2024 - Present

NFP Retirement Inc. (New York NY)

PA

07/09/2015 - 12/13/2021

LOCKTON INVESTMENT SECURITIES, LLC (Blue Bell PA)

PA

07/14/2014 - 07/09/2015

LPL FINANCIAL LLC (BERWYN PA)

NJ

03/23/2011 - 07/15/2014

CV BROKERAGE, INC (WILLIAMSTOWN NJ)

NC

12/05/2008 - 05/13/2009

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 11/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deana Angulo Calvelli.
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