We understand the wealth management needs of accredited investors. Our goal is to empower clients with confidence and financial independence. We provide tailored investing that is flexible and adaptive to your lifestyle and sensitive to the principles of after tax-portfolio management. As a Chartered Financial Consultant, I have completed an extensive educational program required for any financial services credential. We encourage you to explore our site and learn more about the services we provide. Please feel free to CONTACT US.
You may have heard of the CFP®designation. The ChFC® education ismuch like the CFP® certification education,but with additional required instructionon the principles of financial planning fora broad array of contemporary scenariosfound in today’s social and economicenvironments. The ChFC® is a mark ofexcellence that acknowledges that youradvisor has a comprehensive education infinancial planning, with an emphasis onmodern, applications-based concepts.
I am educated, driven, and focus on your investment goals and communicatefinancial progress to you in a timely and understandable manner.
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
We provide assistance in the following areas: Investments, Financial Planning, and Insurance Services.
Learn more about Anthony Camerio, Investment Advisor Representative.
Anthony J. Camerio, ChFC®
ChFC® | Chartered Financial Consultant®, Investment Advisor Representative
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...
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...
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