Deanna Filosa

Credentials:
  • CLU®
  • ChSNC™
  • CFC

Focus: Insurance Strategies, Investment Strategies

Languages: English

Deanna Filosa has been providing her clients with comprehensive financial planning services for  more than 30 years, focusing on the disability and life insurance, investment allocation, college  funding, retirement planning and retirement distribution planning needs for physicians, business  owners and professionals.

A proud graduate of Rutgers University with a degree in engineering, Deanna continued her education  by earning the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (CFC®) and  Chartered Special Needs Consultant (ChSNC®) designations from the American College.

Every year, Deanna serves as a keynote speaker at the Stony Brook School of Medicine and New York  Tech College of Osteopathic Medicine’s Exit Interview event, lecturing alongside the American  Association of Medical Colleges about student loan management, budgeting, disability insurance and  comprehensive financial planning.

Throughout her career, Deanna has dedicated much of her time and support to numerous  charitable and community organizations. She is involved with Cost of Freedom, Inc., an  organization dedicated to honoring and assisting servicemen and servicewomen returning from combat. In partnership with the VA Medical Center in Northport, Deanna co-founded the Kindred Spirit Program, a program to assist veterans in their transition to back to civilian life.

Deanna and her husband reside in Huntington, NY with their three children.

Practice Areas

• Financial Planning
• Life Insurance
• Investments
• College Funding
• Retirement Planning
• Retirement Distribution Planning

Community Involvement

Cost of Freedom, Inc.

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Charter Oak Financial - The Melville Office

Satellite Office

48 South Service Rd Suite 400
Melville, NY 11747-2335

CRN202204-263012