Anthony is a financial advisor with The Sterling Group, an independent financial planning and investment advisory firm in Pasadena, California. Anthony works with clients to get a thorough understanding of their goals and objectives, and then through comprehensive financial planning and investment management strategies, develops a plan to pursue those goals. The Sterling Group provides these services primarily by establishing independent, fee-based relationships with our clients. This approach works towards ensuring that we place our client's interests above our own and that we provide independent and objective advice.
Anthony has been a financial advisor since 1996. He focuses on providing investment management, income tax planning and estate planning to individuals who are retired or very near retirement. In 2000, Anthony completed the Personal Financial Planning certificate program 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 these 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 through The Sterling Group. He also maintains his Life and Disability licenses as well as a California Real Estate Sales Person license. Anthony is an active member of the Financial Planning Association as well as the Fiduciary Roundtable of the San Gabriel Valley. Anthony is a registered representative with, and securities are offered through, LPL Financial.
Anthony was born and raised in the San Gabriel Valley and lives in the Pasadena area with his wife, Lori, and their son Evan.