Case Study: Chester Springs Financial Group

Michael Dedda, ChFC, Co-Founder and President of Chester Springs Financial Group, discusses how his firm utilizes tools from GVA, specifically GVA Asset Management, to streamline processes and make the entire firm more efficient.

Chester Springs Financial Group, LLC is a full service investment firm. Michael has worked in the industry since 1993 and has brought his knowledge and experience to CSFG to provide comprehensive one stop investment and insurance strategies. Their detailed process starts with a consultation, where they establish a close, trusting relationship that allows them to get to know each client deeply. The custom planning process includes an extensive asset analysis, understanding current cash flow needs, and a deep analysis of each client’s financial goals. Their goal is to create a personalized financial strategy that adjusts as their client’s goals and circumstances evolve.

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.

Chester Springs Financial Group, Great Valley Advisors and LPL Financial are separate entities.

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Stef Dolan Director, Marketing
Stef joined the GVA Marketing team in 2022, and in her current role as Director of Marketing oversees all website, social media, video, podcast, external marketing, event planning, and advisor marketing programs. Stef has been involved in marketing and advertising since graduating from Columbia University in 2006. She began her career agency-side at Ogilvy and Digitas in New York. Then, after relocating to Pennsylvania, Stef led the digital team at a medical publishing company for 8 years, producing content and videos for world-class brands and surgeons worldwide.