Deanna Filosa, CFP®, CLU®, ChFC®, ChSNC has been providing comprehensive financial planning services to her clients for more than 25 years. As an experienced Financial Advisor, she offers straightforward investment guidance, wealth accumulation strategies and goal‑driven retirement planning for physicians, business owners, and professionals —enhanced by specialized knowledge in disability and life insurance.

As a graduate of Rutgers University with a degree in engineering, Deanna continued to advance her expertise by earning the Certified Financial Planner™ (CFP®) designation, along with the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Special Needs Consultant (ChSNC).

Each year, Deanna and her team serve as educational lecturers at the Renaissance School of Medicine at Stony Brook University, Albert Einstein College of Medicine and Keck School of Medicine of the University of Southern California. She is also an annually featured presenter for the American Association of Medical Colleges (AAMC) FIRST Webinar Series, Choosing Insurance: What you need to know.

Currently, Deanna serves as the president of MassMutual’s Advisor Association, a volunteer position representing over 6000 financial advisors. She is also a member of CFP Board, Finseca and NAIFA, industry organizations that help promote and advocate for the work she does with her clients.

Throughout her career, Deanna has devoted significant time and support to charitable and community organizations. She actively serves on the Board of Directors for the Cost of Freedom, Inc., an organization dedicated to honoring and assisting servicemen and servicewomen returning from combat with disabilities.

Deanna and her husband reside in Huntington, NY and enjoy hiking, biking, and travel.

 

 

Community Involvement

Cost of Freedom, Inc.