Don Avgerinos, CBC, CEP®, RICP®, CFS®
Financial Advisor

Don Avgerinos is the CEO and President of Spectrum Financial Group, Inc., an asset and wealth management organization in Wayne, PA. For over three decades, he has specialized in investment portfolio management, retirement income planning, tax strategy, and estate planning coordination for retirees and those approaching retirement.

As an Investment Adviser Representative and licensed insurance professional, Don has helped hundreds of families in and around the Philadelphia area implement income-generating strategies to protect their savings from inflation, healthcare costs, and market risk. He specializes in tax planning strategies to minimize taxes throughout retirement, including Roth conversions strategies, strategic required minimum distributions strategies, and Social Security optimization. Don also works with estate planning attorneys to help clients avoid unnecessary probate costs and mistakes.

As a financial educator and host of the Retirement Income Program, “The Answer”, on 990AM, Don has conducted workshops on investment concepts, retirement income planning, and estate planning for over a decade.

Spectrum Financial Group, Inc. is an accredited BBB business and member of the Main Line Chamber of Commerce. Don is a private pilot and has been married to his wife, Helen, since 1994. They have two children.