Anthony Valentino AIF®, CBEC®
Anthony grew up in Guilford, CT, in a financial household where his father instilled the importance of making sound financial decisions. He started his career in New York, where he worked in the investment banking and private equity field. The impersonal nature of these sectors of the financial industry spurred Anthony to want more. With that, he began his foray into financial advisement. Anthony finds motivation and fulfillment in establishing deeply personal and powerful relationships with his clients. Through these relationships, he can see the positive effect sound financial advice can have on his clients. Anthony specializes in helping business owners, medical professionals, families, and individuals create the positive financial futures they desire.
Anthony and his family live in Mount Pleasant, where he loves being a new dad and playing soccer and tennis. He and his wife are passionate about travel and exploring new cultures. He also enjoys reading and spending time with friends and family.
Anthony received a bachelor’s degree from Providence College and a master’s degree from Northwestern University. Anthony holds Series 7 and 66 securities registrations and Life, Accident, and Health insurance licenses. He holds the Certified Business Exit Consultant® designation.