Anthony joined RGB Financial in 2021. He completed LPL’s Advisor Institute Signature Program in October 2022. The Signature Program is LPL’s comprehensive 12-month training program for independent advisors. As part of the program, he also attained his Certified Financial Planner™ (CFP®) and Accredited Wealth Management Advisor™ (AWMA®) Designations. He completed his CERTIFIED FINANCIAL PLANNER™ designation in November 2022.
As an AWMA® designee, he completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. This program is designed for advisors who want to better address the needs of high-net-worth clients. With the knowledge from earning this designation, Anthony is better able to help clients capitalize on opportunities to preserve, grow and transfer their wealth.
Prior to joining RGB Anthony graduated from Boston College with a Bachelor of Science in Finance. He was a member of the men’s varsity baseball team at BC & played in the Western Australian Baseball League in Perth, Australia in 2019. He maintains his Series 7, 63, and 65 registrations with LPL Financial as well as his CT Producer’s license for Life and Health Insurance.
He currently resides in Simsbury and in his spare time he enjoys coaching baseball, golfing, and spending time with family.