Anthony P. Skvarka - Financial Advisors

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Anthony P. Skvarka

Why I Love My Job

I love working with a team of like-minded individuals who help their clients achieve personal goals, professional success, and financial security.

As a Senior Wealth Advisor with Halbert Hargrove’s San Diego office, Anthony works with clients on all aspects of their wealth advisory planning.

This includes advising them on wealth accumulation and de-accumulation, and retirement, estate, tax and succession planning. What makes this work so rewarding, Anthony says, “is engaging with clients and assisting them with attaining their lifetime goals.

Anthony is a member of HH’s Wealth Advisory Committee. He has worked in the investment profession for more than 30 years.

Anthony holds a business degree from the University of San Diego. He has earned three investment professional designations: He is a CERTIFIED FINANCIAL PLANNER™ and was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies. Anthony is also a Certified Private Wealth Advisor® professional (CPWA®), a designation issued by the Investment Management Consultants Association® (IMCA®) in conjunction with The University of Chicago Booth School of Business.

Anthony, his wife, and their son share their home in San Diego with two cats, a dog, and a snake. His son is also a proud Torero attending the University of San Diego in his second year and is pursuing a double major in Economics and Finance.

Fun Fact

I love attending live concerts!

HH ranked No. 8 on the 2023 CNBC Financial Advisor 100 list

Last received September 2023 based on 12/31/2022 data.
CNBC enlisted data provider AccuPoint Solutions to assist with ranking.

View Ranking
Disclaimer and Methodology

Disclaimer

The rating is not indicative of Halbert Hargrove Global Advisors future performance. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.

Methodology

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.

The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.

The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

Advisory firm’s regulatory/compliance record. (editor’s note: Each advisory firm’s CRD number was checked for validity. Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking)
Number of years in the business.
Number of certified financial planners.
Number of employees.
Number of investment advisors registered with the firm.
The ratio of investment advisors to total number of employees.
Total assets under management.
Percentage of discretionary assets under management.
Total accounts under management.
Number of states where the RIA is registered.
Country of domicile.