Anthony M. Sce' III, CFP® AIF®

As our founder and president, Anthony oversees the development and implementation of all financial planning strategies of the firm’s personal and business clients. Your success is Anthony’s passion, and he puts his expertise to use by assisting clients in achieving their financial and retirement goals. Anthony specializes in retirement accounts (401k, IRA, Rollovers, SEP, etc.), mutual funds, annuities, as well as life and disability insurance.

Anthony is securities licensed and is currently a Registered Representative and Investment Advisory Representative with United Planners’ Financial Services. Anthony is a Certified Financial Planner® professional and has earned an Accredited Investment Fiduciary® designation.

Outside of the financial services field, Anthony is a car and boat enthusiast who loves inshore and offshore fishing. His commitment to health and fitness is evident in his daily workout routine and healthy lifestyle. Above all, the highlight of his day is spent with his children.