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.
