Why is the ChFC® Different?
Why the ChFC® is Different
You may already be familiar with the CFP® designation. While both ChFC® and CFP® share a foundation in financial planning, the ChFC® takes it a step further. It includes advanced education specifically designed to address a wide range of contemporary financial scenarios—from evolving tax laws to modern investment strategies.
The ChFC® is a mark of excellence, reflecting a comprehensive, applications-based education that prepares advisors to handle the complexities of today’s financial landscape. With a focus on real-world solutions, the ChFC® designation ensures that your advisor has the expertise needed to navigate the challenges of both personal and family wealth planning.
When you work with a ChFC®, you can trust that your advisor is equipped with the knowledge to guide you through a diverse and changing financial environment, making decisions that are tailored to your unique needs.
35 Things I Do For My Clients
With a strong educational background and a driven mindset, I focus on your investment goals while providing timely, clear updates that make your financial progress easy to understand.
Our Company
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
Our Services
We provide assistance in the following areas: Investments, Financial Planning, and Insurance Services.
Anthony J. Camerio, ChFC®
ChFC® | Chartered Financial Consultant®, Investment Advisor Representative
(334) 675-1100
Anthony J. Camerio, ChFC holds a B.S. degree in Business Administration from Auburn University and has earned the Chartered Financial Consultant (ChFC ®) designation from the American College. He also is an...
CJ Barovich
Business Partner, Managing Field Advisor/OSJ
Christopher J. Barovich is a Managing Field Advisor/OSJ of Osaic Wealth, Inc., member FINRA/SIPC with over 24 years of financial industry experience. He holds series 4, 6, 7, 24, 53, 63 and 65 investment securities...
Pershing At a Glance
Many of the world’s most
sophisticated and successful
financial services firms rely on
BNY Mellon’s Pershing.
Pershing: Strength, Stability and Focus
Pershing’s core financial strength provides the first
measure of protection for our global client assets.