Anthony is responsible for:
- Meeting with current and prospective clients to help them achieve their financial goals.
- Creating retirement and cash flow projections
- Implementing financial plans and investment strategies
Anthony joined the RGB Financial team in 2021. Prior to joining the team, he graduated from Boston College with a Bachelor’s of Science in Finance while a member of the men’s Varsity Baseball team. He maintains his Series 7, Series 63 and Series 65 registrations with LPL Financial and CT Producer’s license for Life and Health Insurance. He is currently in pursuit of achieving his CFP® designation.
In his spare time, Anthony enjoys coaching baseball, golfing, and spending time with family.