Tony has worked in wealth management for over 26 years.
Tony is a Certified Financial Planner™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and he also earned a Chartered Retirement Planning Counselor™ designation. He graduated cum laude from Chapman University with a degree in Business and Communications. He specializes in developing wealth allocation portfolio’s that take into consideration the immediate, long-term and multi-generational financial needs of clients.
Tony was born in London, England and moved to California in 1993. He lives in San Juan Capistrano with his wife Renee. They have four children – Sam (25), Abbey (23), Gabe (21) and Lilly (17). In his spare time he enjoys traveling, watching his children compete in their various sports, volunteering with various non-profits, and following his two favorite sports teams – Arsenal in the English Premier League and Notre Dame football.
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