51 Sugar Hollow Rd, Unit 201
Anthony has been a financial professional building relationships with his clients since 2005. Prior to Stratos, Anthony spent a combined total of twelve years at Wells Fargo Advisors, and its acquisition, Wachovia Securities. With an emphasis on continuing education, he has also earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. For this designation he had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.
Realizing that one of the biggest risks to investors are the common emotional and behavioral mistakes they make with their investments, Anthony also dedicated himself to earn the BEHAVIORAL FINANCIAL ADVISOR™, or BFA™ designation. To earn this designation, practitioners must pass a proctored exam demonstrating the knowledge and process of helping clients make smarter financial decision by focusing on their goals and values; and realizing when emotions may be causing a forced sense of fear or exuberance. Many people can identify with the urge to sell their investments when markets get volatile or chasing returns on a high-flying stock and Anthony has a process to help rationalize these decisions.
As a Wealth Advisor, Anthony helps clients manage their assets through life planning. Using a thorough and holistic investment approach, he helps clients develop and implement strategies for building wealth and realizing their life goals. His mission is to provide personalized and timely financial advice and guidance with the highest level of professional service.
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies used to help keep you on track toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs. The last thing you need in your busy life is a complex web of financial relationships. As a Vantage Wealth Management client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact – me.
Anthony was born and raised in Yonkers, New York. He relocated to Ridgefield Connecticut in 2014 with his wife, Kelly, and two sons, Thomas and Michael. He received a BS in computer information systems from Manhattan College. Later, he went on to Northeastern University in Boston, where he attained both an MBA in Finance and International Business Management and an MS in Finance. Anthony was recognized by Beta Gamma Sigma, the international business honors society, upon graduating in the top of his class from Northeastern. Anthony has a strong commitment to helping his clients pursue their financial goals. He believes the first step in serving his clients is listening to them, creating a collaborative financial planning process that results in defined expectations and a better understanding of personal financial management.
In his spare time, Anthony enjoys spending time with his family, outdoors activities such as camping, hiking and backpacking, watching sports (the pros and his kids), and is a proud member of the Ridgefield Volunteer Fire Department.