With core values rooted in integrity, transparency and efficiency, Anthony prides himself on offering timely advice, investment guidance and exceptional client service to those he works with.
Anthony and his team provide comprehensive wealth management to business owners, families, nonprofit organizations and trusts. To help clients work toward, preserve and transfer wealth, Anthony offers holistic financial planning, portfolio management, risk analysis and protection, product education, and access to strategic partnerships.
“Enhancing the client experience is of the utmost importance,” said Anthony, whose greatest client relationships achieve maximum efficiency through collaboration with CPAs, attorneys and third-party administrators.
Honest, effective, informative and hardworking, Anthony holds a bachelor’s degree from Fresno State University and a master’s degree from National University Fresno. He served as a financial advisor with Wells Fargo Advisors, Ameriprise, and Raymond James prior to joining Concurrent Investment Advisors in 2023.
“My goal is to provide clients with confidence and the knowledge that I understand their needs, address their priorities, manage risk, benchmark and track their progress. Ultimately, I am in the business of serving our clients,” Anthony said.
Born in Walnut Creek, California, in the East San Francisco Bay Area, Anthony currently lives in Fresno, California, with his wife, Deanna, and their five children – Alexis, Makenna, Riley, Mason and Alex – as well as their two dogs, Luke and Harley.
Outside the office, Anthony is an active member of New Covenant Community Church, volunteering service and participating in various ministries. While his favorite off-duty activity is spending time with family, he also enjoys attending sporting events, playing golf and traveling, particularly on California’s Central Coast and in Hawaii.