I love working with a group of like-minded individuals who all want to help their clients attain/achieve financial security—and to live the life that they envision and beyond!
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 20 years. Before joining HH in 2004, he held a senior associate post with two registered investment advisory firms; for both, he was responsible for providing investment research and analysis, advice, and service support to clients.
Anthony holds a B.A. degree in Business Administration from the University of San Diego. He has earned two 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 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 with two cats, a dog, and a snake. He and his son are crazy about playing and watching baseball. When on vacation, Anthony says, he enjoys “seeking out unique adventures that create lasting memories with my family.”
I love attending live concerts!