Vincent A. Schiavi, CFP®, CPA/PFS is the founder of Schiavi + Dattani, Delaware’s first fee-only financial planning firm.

Worth Magazine selected Vincent several times as one of the top financial advisors in the country, including the original list of the top 60 in 1994. Mutual Funds Magazine recognized Vincent as one of the top 100 financial planners in the country in 2002.

In 2004, Vincent received the “Friend of the Delaware Investor Award” by the State of Delaware’s Department of Justice and Securities Division. In 2005, Vincent received the coveted Business and Economics Alumni Award of Excellence from the University of Delaware for career achievement, contribution to the business field, contributions to the community and commitment to excellence.

Prior to establishing the firm in 1983, Vincent was employed by Arthur Young & Company (now Ernst & Young) and Hewlett Packard.

Vincent is a Certified Financial Planner™ practitioner, a Certified Public Accountant and a Personal Financial Specialist. He is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, the Delaware Society of CPA’s and the National Association of Personal Financial Advisors (NAPFA). Vincent was one of NAPFA’s original members. The organization is now considered by many commentators to be the premier organization of fee-only financial advisors in the country.

Vincent’s previous community service includes: the Financial Literacy Committee of the Delaware Society of CPAs and volunteer coach for various youth basketball and baseball teams. He presently serves on finance and investment committees for two non-profit organizations.

Vincent is a graduate of Salesianum High School and the University of Delaware, where he earned a Bachelor of Science degree in Accounting with honors. Vincent is also a member of Beta Gamma Sigma, the National Honor Society for Business and Management.

Ravi is the President of the firm having over 20 years of experience in financial planning and investment management.  He is passionate about educating individuals, families and businesses about what items “move the needle” in the realm of financial security and success.  His approach is simple, define what success is and work backwards.  This process requires an elegant marriage of analytic thinking (logic) and human behavior (emotion).

His expertise includes:

• A deep understanding of risk and return of investment strategies
• Minimizing lifetime income tax costs
• Estate tax minimization
• Risk mitigation of concentrated stock positions
• Creditor and marital dissolution protection
• Amicable divorce settlements

Ravi has held Board of Director positions for a PEO and a non-profit that cares for mentally challenged individuals.  He has also worked in an advisory capacity for other small businesses.  He has worked with senior executives from many Fortune 500 companies including DuPont, AstraZeneca, Avon Products, CSX, IBM, Accenture, W.L. Gore, Prudential, MassMutual, and Incyte.  Worth magazine selected Ravi as one of the top 250 financial advisors in the country.

Ravi has dual majored in accounting and business administration, with a concentration in finance from the University of Delaware. Ravi is also a CFP®,  Certified Financial Planner™ practitioner, a Certified Public Accountant (Inactive) and a CDFA®, Certified Divorce Financial Analyst.   

In his free time, Ravi is an avid reader, tennis player and parent/mentor to his 3 daughters.

Ryan is a Principal of the firm with responsibilities that include working with clients on all aspects of financial plan preparation, ongoing plan management, and investment reviews. Ryan has a diverse knowledge of the financial services industry stemming from his experience managing multiple operational functions, the creation of retail investment products, and serving as a relationship manager for over 200 private banking clients.

Ryan graduated from the University of Delaware where he earned a bachelor’s degree in business administration with a concentration in marketing. In 2005, Ryan joined Schiavi + Dattani to assist with financial plan preparation and ongoing plan management.

John is a Principal of the firm with responsibilities that include working with clients on all aspects of financial plan preparation, ongoing plan management, and investment reviews. He joined Schiavi + Dattani in 2018.

John is a native Delawarean, with over 20 years of financial planning and investment management experience. He began his career in financial services in 1996 at MetLife, then joined The Vanguard Group in 1998, working solely with high net worth clients and managing a team of financial representatives. In 2005 he joined Fidelity Investments as a Vice President, Senior Financial Consultant in the Private Client Group based out of the Wilmington/Greenville DE branch. 

John is a graduate of Salesianum High School and Goldey-Beacom College where he earned a Bachelor of Science degree in Business Administration. John is also a Certified Financial Planner™ practitioner and a member of the National Association of Personal Financial Advisors (NAPFA). John has helped hundreds of individuals and families in the Delaware Valley, and specifically with current and retired employees of some of the largest employers in the area such as Agilent, AstraZeneca, DuPont, Dow, Chemours, GM, Comcast, BMS, LynondellBasell, IBM, Pfizer, Merck, Verizon, WL Gore and the University of Delaware. 

John resides in the Hockessin area with his wife and two daughters, and in his spare time enjoys the outdoors, enjoying rides in his classic Camaro and cooking large meals with his family and friends.  He and his family have supported many charities in the area, and John was the 2010 winner of The Leukemia & Lymphoma Society’s Man of the Year fundraising event.

Karen attended the University of Delaware where she earned her bachelor’s degree in accounting. Prior to joining Schiavi + Dattani in 1998, she worked at a public accounting firm for eleven years and now contributes to financial plan preparation and tax planning analysis.  

Karen volunteers her time with Newport Rowing Club and a Chester County works of mercy ministry. She has served as treasurer of a youth all-star cheerleading organization.

Jerry is a Vice President, Senior Wealth Advisor and is responsible for working with clients on all aspects of financial plan preparation, ongoing plan management, and investment reviews. Jerry has 30 years of experience and  specializes in creating advanced, tax-efficient wealth accumulation and retirement income strategies to help clients enjoy their lives and wealth.  He has extensive experience working with high net worth and ultra-high net worth families, select corporations and non-profit organizations. 

 Prior to joining Schiavi + Dattani,  Jerry served in a variety of senior level roles within the industry and most recently  was a Vice President, Financial Consultant at Fidelity Investments Private Client Group in Greenville, DE. He was responsible for some of Fidelity’s most important client relationships.  He worked collaboratively with clients to meet their broad range of investment, wealth, and risk management needs. 

 Jerry received his B.B.A. in Marketing from James Madison University. He currently lives in Malvern, PA with his wife Lisa, son Jerry and daughter Amanda.  He is an avid fitness advocate and has participated in five marathons.  Jerry is also an avid golfer and enjoys tennis. 

Amit earned a bachelor’s degree in accounting from the University of Delaware before joining Schiavi + Dattani in 2007. His responsibilities include downloading and tracking daily investment activity from Fidelity, gathering accurate data for the production of quarterly reports and office operations.

Amit is originally from Tanzania, East Africa and immigrated to America in 2001. He recently became a U.S. citizen and now resides in Wilmington, Delaware.

Heather joined Schiavi + Dattani in 2017 as a Paraplanner.  She assists senior advisors with the preparation of financial plans and other administrative projects.  Heather graduated from the University of Delaware with a Bachelor of Science in Business Administration and a minor in Economics.  She is an Accredited Asset Management Specialist^SM and is currently studying for the Certified Financial Planner^TM exam.  Heather enjoys volunteering with her congregation as a member of the endowment committee and treasurer of the women’s group, and recently served as co-chair of a legacy giving program. 

Heidi is a graduate of the University of Delaware where she earned a bachelor’s degree in business administration, with a concentration in marketing. Heidi joined the firm in 2011 after working in the banking industry for a number of years. She currently focuses on providing administrative and support at Schiavi + Dattani.

In Heidi’s free time, she is an active community volunteer at an outreach ministry in West Chester, Pennsylvania.

Kate is known around the office for her warm and approachable attitude that is very much appreciated by clients, visitors and staff while assisting in an administrative capacity. Prior to joining Schiavi + Dattani in 2012, she attended the Art Institute of Philadelphia and the University of Delaware majoring in fashion marketing.

Kate spends her time outside the office indulging in all things culinary related and maintaining her physical fitness.