Focus: Insurance Strategies, Investment Strategies, Estate Planning, Financial Education, Business Succession Planning, Risk Management Strategies, Group Benefits, College Funding Strategies, Business Owners, Retirement Income Planning
Mike DeFoney works with his clients and their families to provide financial planning services. He ensures that all necessary steps are taken to help them meet their long-term investment goals. Mike graduated from Rowan University with a degree in finance and subsequently earned a master’s degree in taxation from Drexel University. Mike also holds the designations of Certified Financial Planner and Chartered Life Underwriter. He is Series 7, 9, and 10 securities registered and holds licenses for Life, Accident, and Health Insurance and Property and Casualty Insurance.
Mike is a 32-year season ticket holder for the Philadelphia Eagles. He lives in Mullica Hill, NJ, with his wife, Amy, and their daughter, Leah.
BS in Finance from Rowan University: Masters in Taxation from Drexel University
Philadelphia Eagles 32-year season ticket holder
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10 Lake Center Executive Park 401 Route 73 North, Suite 100
Marlton, NJ 08053