Gene Del Rio, CLU®

Gene Del Rio, CLU®

Financial Planner

California Insurance License #: 0E21982

Gene del Rio, CLU, is a Wealth Advisor with over 25 years of experience.  Gene has focused his practice on helping families and business owners to accumulate wealth and then preserve it throughout retirement.  Gene and his team specialize in asset protection and tax reduction strategies that create reliable income streams during retirement, provide a legacy to families and family businesses. 

Since 1996 Gene’s office has been located on Market Street in Ipswich, MA.  Since 1999, Gene has been affiliated with Baystate Financial one of the largest and most prestigious firms in New England.   The relationship with Baystate Financial allows many clients to tap into robust financial resources and advisory services in the areas of Qualified Retirement Plans, Business Succession Planning and Estate Planning design.

Gene is a member of the National Association of Financial and Insurance Advisors, The Essex County Estate Planning Council, The Boston Estate and Business Planning Council.  He has contributed to numerous local charities over the years including The Rotary where he was a Paul Harris recipient and Care Dimensions where he served on the Planned Giving committee for years.   

 

 

Phone (978) 356-6554
Fax (978) 356-6578