Anthony began his career as a financial advisor in 1996 and joined The Sterling Group in 2005. Anthony meets with clients to gain a thorough understanding of their long-term goals and objectives. He then uses comprehensive financial planning and investment management strategies to develop a plan to help pursue their goals. These services are delivered primarily by establishing independent, fee-based, relationships with his clients. He is committed to placing the client’s interests first and fee based planning enables him to provide independent and personalized advice.
Anthony completed the Personal Financial Planning certificate program in 2000 through the Metropolitan State College in Denver, CO. In 2001 he received his CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards. Through LPL Financial, Anthony maintains the following FINRA registrations: Series 6 Investment Company Products/Variable Contracts Representative, Series 7 General Securities Representative, Series 24 Managing Principal and Series 63 Uniform Securities Agent. Anthony also maintains his Series 65 Uniform Investment Advisor Representative license through The Sterling Group. All other securities registrations are held through LPL Financial. In addition to his securities licenses, Anthony holds various state insurance licenses. Anthony is an active member of the Financial Planning Association. Anthony is a registered representative with, and securities are offered through, LPL Financial.
Born and raised in the San Gabriel Valley, Anthony lives in the Pasadena area with his wife, Lori, and their son Evan.