431 Exton Commons,
Meet Our Team
Anthony John Fiorenza
CEO/President - CPFA, AIF®, C(k)P®, PPC™,
Anthony Fiorenza earned a Bachelor of Science in General Program from Villanova University, and a Master of Arts in Psychology from West Chester University of PA. In addition to serving as CEO of Summit Group Retirement Planners, Inc. since November 2013, Mr. Fiorenza has been the CEO of The Summit Group Associates, Inc. since January 2005, a registered representative with LPL Financial, LLC. since December 2013, and CEO of Infinity Benefits Group, Inc. since 2007. Previously, Mr. Fiorenza was a registered representative with NFP Securities, Inc. from November 2005 to December 2013.
He started his professional career at The Vanguard Group of Investment Companies conferring with employers on the design an setup of their retirement programs. Subsequently, he was a Pension Marketing Manager for GMD, one of the AIG companies. Later, he served as a Trust Officer at Continental Bank where he marketed and designed corporate-sponsored retirement plans and he conducted employee enrollment seminars. He was hired to be the Pension Sales Manager for New England Financial Group whereby he trained agents on selling retirement plans while being responsible for his own corporate client relationships.
At Summit Group Retirement Planners, Inc. he consults with employers (for profit companies and non-profit organizations) on the establishment, design features, communication, continued investment monitoring, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners, Inc., he delivers wealth management advisory services to individual clients, designing and implementing investment strategies in response to their objectives, time horizon and risk tolerance.
As a member of the Bishop Shanahan High School Advisory Board, Anthony is the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He is on the EITC Committee for the Foundation for Catholic Education. He is also a member of the Greater Philadelphia Chamber of Commerce’s small businessmen’s board, and he serves on the board of the non-profit organization, Fiorenza's Food For Friends (F4).
Anthony has earned the AIF® Designation, NAPA CPFA, PPC Designation, and C(k)P Designation. Anthony Fiorenza in affiliation with Summit Group Retirement Planners, Inc. is a member of the National Association of Plan Advisors (NAPA).
Summit Group Retirement Planners, Inc. - A CEFEX Certified Advisory Firm
LinkedIn Company Page: https://www.linkedin.com/company/sgrpi
Facebook Company Page: www.facebook.com/sgrpi
COO/CCO - CPFA, AIF®, C(k)P®, PPC™, MSBA
Derek's Personal Mission Statement"My name is Derek Fiorenza. It is my goal to contribute to making the world a better place one day at a time through my professional and philanthropic services. I am highly motivated and want to add as much value as I possibly can to my clients, and constituents of my non-profit ventures."Professional ServicesMr. Fiorenza earned a Bachelor of Arts degree in Communications with a minor in Business from Villanova University, and a Master of Science in Business Administration from California University of Pennsylvania. In addition to serving as COO and CCO of Summit Group Retirement Planners, Inc. since November 2013, Mr. Fiorenza has been the COO of The Summit Group Associates, Inc. since January 2010, a registered representative with LPL Financial, LLC. since December 2013, and Treasurer of Infinity Benefits Group, Inc. since 2007. Mr. Fiorenza has been the President and Founder of the non-profit organization, Fiorenza’s Food For Friends (F4) since 2011. Previously, Mr. Fiorenza was a registered representative with NFP Securities, Inc. from August 2010 to December 2013.
Derek co-founded Summit Group Retirement Planners, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). Derek serves as an Investment Advisor Representative (IAR) of the RIA.
Derek has earned the AIF® Designation, NAPA CPFA, PPC Designation, and C(k)P Designation. Derek Fiorenza is a member of the Retirement Advisor Council: Advocating for Successful Retirement Plan Outcomes.. Additionally, Derek Fiorenza in affiliation with Summit Group Retirement Planners, Inc. is a member of the National Association of Plan Advisors (NAPA).
Other Business Activities
Anthony Fiorenza and Derek Fiorenza are able to assist you in the purchase of insurance products through a strategic business partner. Providing this service to you does create a conflict of interest because of the receipt of additional compensation. If you are interested in learning more about these services, please click "here".
Clients are not obligated to use Summit Group Retirement Planners, Inc. or its investment advisor representatives for insurance product services.
Philanthropic VenturesUnder Derek's leadership, Fiorenza's Food For Friends (F4) has worked to distribute over 3,000,000 across 43 states to those in need for free. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. Derek also plays guitar at Saint Joseph Parish in Downingtown, PA - St. Isaac Jogues Catholic Church in Wayne, PA - and Saint Elizabeth Parish in Upper Uwchlan Township, PA. Derek also supports Bishop Shanahan High School and St. Aloysius Academy.
Fun ActivitiesIn addition to playing guitar and writing music, Derek enjoys reading books, watching action movies, and playing pick-up basketball and Frisbee. Some of the genres of books he enjoys are business management and leadership, biographies, and motivational. Some of his favorite movies are the Rocky series, Marvels the Avengers, and A Wonderful Life to name a few.
Derek played football at Villanova University, and California University of Pennsylvania. He was a punter and a kicker and while at Cal U, he was a three year All Conference and All Region Punter.