Anthony is a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management Analyst® designee, offering a comprehensive, goals-based investment approach for his clients. With over a decade of experience in financial services, Anthony is dedicated to helping families and businesses identify, establish, and achieve their specific financial goals. He has served as a trusted Financial Advisor for affluent clientele at top-tier institutions such as JPMorgan, LPL Financial, and National Securities.
Partnering with Kingswood Wealth Advisors, an RIA, was a pivotal step in elevating Anthony's wealth management practice. This partnership grants him access to a robust investment platform of solutions that are not tied to any proprietary or in-house family of funds or investment products, ensuring that his recommendations remain unbiased. Clients can trust that their investments are safeguarded with clearing services like Charles Schwab and RBC.
As a CFP® professional, Anthony is committed to acting as a fiduciary, always prioritizing his clients' best interests when providing financial advice. The CFP® marks represent a high standard of ethics and competence in comprehensive financial planning. This ensures that Anthony’s recommendations are not only tailored to each client’s unique circumstances but also delivered with a focus on transparency, integrity, and a holistic view that considers all facets of the client’s financial situation.
In addition, Anthony holds the Series 7, 63, and 66 licenses, as well as Life and Health insurance licenses, broadening the scope of his financial expertise. He has also earned the CIMA® designation, issued by the Investments & Wealth Institute in conjunction with the Yale School of Management. The CIMA® designation equips Anthony with advanced knowledge in portfolio theory, investment management analysis, portfolio construction, risk management, and behavioral finance, enabling him to implement sophisticated investment strategies tailored to his clients' with more complex investment management needs.
When not working, Anthony enjoys spending time with his wife and daughter, family and friends, and creating new recipes in the kitchen.