Specialties
About Me
Anthony is dedicated to providing comprehensive financial planning, investment, tax, and risk management strategies tailored for individual families.
With over sixteen years of experience in the financial industry, Anthony offers a personalized approach to life planning, ensuring that each client receives guidance that aligns with their unique goals and circumstances. Expertise and Approach: Comprehensive Planning: Anthony focuses on crafting holistic strategies that encompass all aspects of financial well-being. Investment Management: Utilizing analytical thinking to optimize investment portfolios. Tax and Risk Management: Developing effective strategies to manage tax liabilities and mitigate financial risks. Client-Centric Philosophy: With a client-oriented mindset and strong ethical standards, Anthony empowers clients at all levels of financial knowledge to make informed decisions. Anthony holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation, as well as the RICP® (Retirement Income Certified Professional), CLU® designations and Credentialed Holistic Financial Coach, underscoring his commitment to excellence in financial planning. Personal Life: Residing in Marin County, with his wife and two children, Anthony balances his professional life with family time. He enjoys cruising in exotic cars and maintains his fitness through yoga and hot pilates.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, CLU, RICP, Credentialed Holistic Financial Coach
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
CFP® and CERTIFIED FINANCIAL PLANNER™ are certified marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. Guardrail Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance License #0G22124 For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.