CERTIFIED FINANCIAL PLANNER ™
Ever since Anthony joined the financial services industry, one thing has remained constant: his passion for helping clients work towards achieving their financial goals. This passion drove him to pursue a CERTIFIED FINANCIAL PLANNER™ designation and become a Financial Advisor. By doing so, Anthony was able to begin developing client relationships and find fulfillment in knowing he was making a positive impact on their financial lives.
Although he was able to make a bigger impact, Anthony felt the relationships he could develop and quality of service he could provide were limited in his prior position. By joining M Financial Planning Services, he looks forward to building client relationships in which he can act as a financial coach, trusted advisor, and a friend. By establishing this connection, Anthony can better understand his clients and properly navigate them through the trials and tribulations of personal finance.
If you have begun saving but don’t know your next steps, or may be close to retirement but unclear if you are truly prepared, Anthony believes he can help. By creating a clear and comprehensive financial plan that is built around your lifestyle, he can aim to put you on the right track for financial success.
Previously, he worked at Vanguard as a Financial Advisor, where he also taught the CFP® preparation course.
Anthony studied at Rutgers University obtaining a Bachelor of Economics summa cum laude and dual Minors in Business Administration and History. In his spare time he enjoys playing tennis, dining out in Philadelphia and hiking nearby trails. Anthony is passionate about animal welfare and donates his time and resources to the Brandywine Valley SPCA.