Stonebridge Financial Group, Anthony focuses on investment, tax and insurance strategies for individual families and small business owners in the healthcare industry. Anthony brings more than ten years of financial experience to provide a personalized approach toward life planning. He blends analytical thinking, a client-oriented mindset, and a strong sense of ethics to engage with clients in all levels of financial knowledge, empowering them to make smart, educated decisions. Anthony obtained the CERTIFIED FINANCIAL PLANNER™ professional designation, along with the RICP (Retirement Income Certified Professional) designation. Anthony lives in Marin County, California with his wife and two children. In between family time and his practice, Anthony integrates Yoga and HIIT classes to provide the balance he needs to take on life and its many opportunities.
California Insurance License #0G22124
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.