Anthony Camacho, AIF®, CPFA®

Anthony Camacho has dedicated nearly 20 years to helping his clients grow, protect, and transfer wealth, specifically specializing in retirement, closely held businesses, and estate planning. Throughout his career, he has honed his expertise in working with medical professionals, business owners, and affluent families, offering tailored financial solutions to meet their unique needs.

With a wealth of experience gained from notable firms such as Wells Fargo Advisors, Ameriprise, and Raymond James, Anthony partnered with Concurrent Investment Advisors (a Registered Investment Advisor) to offer his clients personalized solutions, curated resources, and cutting-edge technology that empowers his team to deliver top-notch service to their clients. Recognizing the importance of building strong client-advisor relationships, Anthony and his team at Fig Garden Wealth Management strive to be the trusted confidants that clients rely on and the specialists they turn to for expert financial guidance.

A proud alumnus of Fresno State, Anthony is not only a former Bulldog athlete but also holds both undergraduate and master's degrees. In addition, he has earned industry designations as an Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor®. Anthony's professional philosophy is grounded in the principles of Integrity, Transparency, and Efficiency, values that are reflected in the client-centric approach of Fig Garden Wealth Management.

“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 clients,” Anthony said.

Outside of his professional endeavors, Anthony finds solace in spending quality time with his family. An avid sports enthusiast, he also enjoys attending sporting events and exploring tropical locales, with Hawaii being a particular favorite. Committed to giving back to the community, Anthony actively participates in New Covenant Community Church, where he has served as a past Treasurer and volunteered both locally and abroad.

At Fig Garden Wealth Management, Anthony and his team are dedicated to providing clients with comprehensive financial advice, bespoke portfolio construction, and exceptional service that caters to both institutional and individual clients.