Experience
Anthony has been in the financial services industry for over 29 years helping individuals and business owners with their retirement, investing and insurance needs. Since 2004, Anthony's focus has been on providing dependable and professional advice for Copper State Credit Union members. Anthony’s experience through the different market cycles has given him a strong insight into the ever changing markets and how an investor can position themselves based on current market conditions, risk tolerance and stage of life.
Anthony focuses his practice on retirement planning, 401(k) rollover strategies and wealth preservation, and prides himself on his consultative approach to financial planning.
Education and Designations:
B.S., Finance, Loyola University of Chicago, 1991
Series 7, 63, 65
Investment Advisor Representative, PFG Advisors
Certified Retirement Counselor, CRC
Arizona Life, Disability, & Health Insurance Licensed
Interests
Tony enjoys spending time with his family, going to local sporting events, and when on vacation can normally be found traveling back home to Chicago or somewhere with a beach and lots of sun. He has a son who is 22 and a daughter who is 11, he is very involved with their school and sports activities. On weekends he likes to mountain bike and hike various trails around Phoenix.
Locations
Anthony is at the Bell Road Office on Monday, Wednesday, and Friday, he is in the Encanto Office on Tuesday, and he is at the Anthem Office on Thursday.
Anthony is at the Arrowhead and Surprise offices by appointment only.