Education: Bachelor of Science in Finance from Penn State University
Masters of Business Administration from Misericordia University
Caring, listening, and problem solving, Anthony is an invaluable resource and advocate for his clients. Having had a wide variety of industry experiences, Anthony feels equally as comfortable advising high-net worth professionals, and families alike. Anthony was born and raised in Northeastern PA. He obtained his undergraduate degree in Business Administration and Finance from Pennsylvania State University. He also has a Masters in Business Administration from Misericordia University. After college, Anthony furthered his education and obtained the following professional designations to better serve his clients: CFP®, EA®, ChFC®, CLU®, CASL®, RICP®, REBC® ChHC®, CAP®, AIF®, ChSNC® & AEP® Anthony has over a decade of industry experience. Prior to founding Forthright Wealth Planning, his most recent employer was a very large Registered Investment Advisory firm based out of Camas, Washington. Anthony believes in quality over quantity. He prides himself on having open and honest conversations in which clients feel that he understands their values and goals. Having lived on both coasts, Anthony is an avid traveler with friends and acquaintances across the US.