Associate Wealth Advisor
Tony joined our Long Beach team in 2016. He describes his role as “seeing things through.” His task, he says, is to ensure that clients’ needs and concerns are taken care of in a timely manner—and completed with careful, thoughtful detail. We value his initiative in seeking out ways to improve how clients experience working with HH. Tony welcomes “the high level of collaboration and support between team members. Each person brings something unique and interesting to the table. HH fosters a positive environment where I am pushed to constantly improve myself.”
Tony graduated from Eckerd College in St. Petersburg with a Bachelor’s degree in Business Administration. He also completed double minors in Finance and Economics. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™ professional.
A sailor for his entire life, Tony was a member of Eckerd College’s nationally ranked collegiate sailing team. He races his J/70 sailboat as often as possible in national competitions and continues to seek out new opportunities to sail, both for fun and competitively. Additionally, Tony is involved with the King Harbor Youth Foundation which is a non-profit organization created to promote youth sailing in Southern California.