Anthony is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 7 years of experience in the financial planning industry. Anthony previously worked for two medium-sized registered investment advisory firms as well as a broker dealer firm with a focus on holistic financial planning for high-net-worth individuals and families. He also has experience working as an analyst at a financial software and data company. He is passionate about personal financial planning because he enjoys helping people understand their financial picture and working with them to build and implement a plan to achieve their financial goals. Anthony was born and raised in the suburbs of Philadelphia, but has resided in South Florida for nearly ten years. Outside of work he likes to play ice hockey, go to the beach, and spend time with his English Bulldog, Ovi.
Education: University of Miami (BA)
"Success seems to be connected with action. Successful people keep moving. They make mistakes, but they don't quit." - Conrad Hilton
Get to know Anthony
This was after my men’s league ice hockey team won our league championship.
My English Bulldog, Ovi.
Ovi and me on Christmas.
Ovi celebrating his birthday.
What's your favorite movie?
This answer often changes, but right now it would be Once Upon a Time in Hollywood.
Who would you most like to swap places with for a day?
Elon Musk. He has created and manages so many innovative companies in different industries while continuing to come up with ideas that challenge the conventional way of doing things.
If you could visit anywhere in the world you've never been, where would you go?
I would like to go to Africa to go on a safari.
If you could be an animal, which would you be?