Rita Silvestri

Client Service Manager
Rita Silvestri brings with her, 25 years of professional experience in the Investment Industry. She has managed relationships with a broad range of clients and prides herself in providing client service excellence. Rita is responsible and supervises for the Client Service matters of the firm and works directly with clients to effectively manage their needs and preferences. Rita graduated from the University of Pittsburgh with a bachelor’s degree in Business and Political Science.

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Main Office


Georgetown Crossing Offices
3655 Route 202, Suite 140
Doylestown, PA 18902

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SFG Wealth Planning is an independent fee-only advisor. Advisory Services are offered through SFG INVESTMENT ADVISORS, INC., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of SFG Investment Advisors’ current disclosure brochure, which describes, among other things, SFG Investment Advisors’ business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov. SFG Investment Advisors does not provide tax or legal advice.
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