CEBS Compliant Graduates of the U.S. Course Curriculum
CEBS Compliance plays a vital role in the CEBS designee’s pursuit of ongoing professional knowledge. Recognizing the importance of staying proficient and updated in an ever-changing industry, CEBS is committed to public recognition of those who are CEBS Compliant.
CEBS Compliant graduates are listed and recognized on this page, which is updated regularly. This listing is available for employers, clients, government regulators and others who are interested in or rely upon the professional currency that CEBS Compliance signifies.
Names are listed alphabetically by location. The year after each name indicates that person’s CEBS Compliance status is in effect through December 31 of that year.
Once you attest to meeting the 30 hours of CEBS Compliance credits, you are welcome and encouraged to highlight your compliant status on stationery, social media profiles, employer websites and other communications, and are eligible for a digital badge to announce your accomplishment. Non-compliance will not affect your ability to use the CEBS mark.
Alabama
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Alaska
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Arizona
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Arkansas
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
California
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Colorado
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Connecticut
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Delaware
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
District of Columbia
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Florida
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Georgia
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Hawaii
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Idaho
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Illinois
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Indiana
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Iowa
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Kansas
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Kentucky
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Louisiana
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Maine
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Maryland
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Massachusetts
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Michigan
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Minnesota
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Mississippi
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Missouri
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Montana
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Nebraska
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Nevada
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
New Hampshire
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
New Jersey
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
New Mexico
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
New York
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
North Carolina
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
North Dakota
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Ohio
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Oklahoma
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Oregon
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Pennsylvania
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Rhode Island
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
South Carolina
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
South Dakota
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Tennessee
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Texas
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Utah
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Vermont
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Virginia
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Washington
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
West Virginia
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Wisconsin
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
Wyoming
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
International
Calvelli, Deana
Title :
Calvelli, Deana
Display Name :
Deana A. Calvelli
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Partner, Managing Director
Title or Position French :
Organization :
Wealthspire Retirement Advisory
Organization French :
Role :
City :
New York
City French :
State :
NY
State French :
ExternalPK :
c74bb984-f4b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Bypass URL :
External Image :
CPE Compliant :
CEBS Compliant through 2025
Category :
- CEBS Compliant - US
- NY
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