As a Retirement Plan Specialist Anthony works closely with our business owner clients, who offer retirement programs to their employees. He assists them in their capacity as plan sponsors in the areas of plan design, plan compliance, and participant education including group and individual enrollment meetings. He helps manage the plan sponsors annual review process, with emphasis on educating them on opportunities and responsibilities of the plan’s design, along with simplifying their role as Fiduciary. Prior to joining Wealth by Design, Anthony held positions with AIG Retirement Services and an advisory firm in the NYC metro area. He brings to the company a wealth of focused experience, working directly with retirement plan sponsors and their plan participants.
Anthony graduated from the State University of New York with a Bachelor of Science degree in Business Management and Economics. He holds the Qualified 401(k) Administrator (QKA), Qualified 401(k) Consultant (QKC) and Chartered Mutual Fund Counselor (CMFC) designations. In continuing his ongoing education, he is currently enrolled in the CFP® Certification Education program offered through The American College of Financial Services. Within the industry, Anthony is a credentialed member of the American Association of Pension Professionals (ASPPA) and Actuaries and a member of the National Association of Plan Advisors (NAPA).
Anthony resides in Roxbury Township, NJ with his family. He is formerly an amateur competitive cyclist, specializing in the time trial and volunteered as the race director for his club, organizing their annual events. He enjoys spending time in the outdoors, endurance sports cooking, and clay target shooting.