Nathan DeFilippi

Nathan DeFilippi

Financial Professional

Nate DeFilippi joined PRESTIGE Wealth Strategies after working as a Certified Public Accountant for over 8 years.   Nate worked with two regional CPA firms in Pittsburgh, with a primary focus on high net-worth individuals and business taxes, trust and estate planning, and business development. Nate’s financial services practice focuses on wealth accumulation, wealth preservation and retirement planning.  Throughout his professional career, he has been committed to providing his clients with professionalism and guidance to assist them in fulfilling their financial objectives.    

Throughout his career, Nate has received various awards, including the Under 40 Top Young Leaders Award through the Pennsylvania Institute of Certified Public Accountants (PICPA) for his services provided as a CPA and tax professional. 

One a personal note:  Nate lives in Beaver, PA with his wife, Mandy, and their black lab, Luna. He is most passionate about his faith, family, friends, sports, and Italian heritage.

Education & Licenses:

Certified Public Accountant (CPA) - Pennsylvania

Bachelor’s Degree in Accounting – Seton Hill University

Master’s Degree in Business Administration – Seton Hill University

 

Professional & Community Involvement:

Pennsylvania Institute of Certified Public Accountants (PICPA)

Member – Beaver County Chamber of Commerce

Member – Pittsburgh Young Professionals


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (800) 476-9150 Ext 4
Fax (800) 392-2179