Anthony Benante (CFA, CFP®)
Anthony Benante focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Baron Financial Group is a full service wealth management firm. As a principal of the firm, excellent service for our clients in all financial aspects is my top priority. My well rounded partners and I bring an impressive list of experiences and qualifications to our clients through our team approach. The highest value added services that I bring are to the investment management, research and planning sides of our business. I have a strong background in the capital markets, risk management and investment strategy design that will help us create a portfolio specifically for you that matches your goals and needs.
Additional Information
Anthony Benante, B.A., CFA is a Wealth Management Principal with the Baron Financial Group. Tony is a graduate of Indiana University where he received a Bachelor of Arts degree (B.A.) in Economics. He is a Chartered Financial Analyst charterholder. The CFA charter is recognized globally as the preeminent designation for those in the field of investment management. It also emphasizes the highest ethical and professional standards.Tony's career is deeply rooted in the financial industry. He has held positions in fixed income, equity and option markets, as well as corporate banking. Prior to joining the Baron Financial Group, Tony promoted the sale of a full line of investment-grade fixed income products to institutional accounts nationwide. He developed new client relationships with CEO's, CFO's, and CIO's. Tony has developed strong client relationship skills, sound portfolio management and asset selection experience and risk management abilities. Tony enjoys helping people with their financial opportunities and challenges. He understands that asset selection, risk management and portfolio balancing are extremely important. His experiences bring these aspects together to help him present a customized approach that is poised for growth while considering the potential downside risks. Tony is married and enjoys spending time with his wife, Joanna and their two sons. In his free time, he participates in sports and outdoor activities and coaches Little League Baseball.
NAPFA Start Date
November 01, 2006
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