Anthony Ogorek (CFP®, Ed.D.)
Anthony Ogorek focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
Planning Specialties
OWM's ideal client is someone who has accumulated wealth, and wants to use it to improve their lives and leave a legacy. We coordinate all aspects of their financial life, invest with safeguards, minimize taxes, and present their financial information in a format that is easily accessible and understandable.
Additional Information
Anthony Ogorek, CFP®, Ed D. is Founder and CEO of Ogorek Wealth Management LLC. Tony has been a Certified Financial Planner licensee and Registered Investment Advisor near Buffalo, New York since 1983.
Tony is an active writer in the financial industry and has been featured in numerous print, radio, and television appearances. Nationally recognized as a financial leader and innovative thinker, his expertise has been consulted and quoted by such national media as The Wall Street Journal, USA Today, The New York Times, Financial Advisor Magazine, Financial Times, Money Magazine, New York Post, Associated Press, insurance News Net, and Third Age, as well as local newspapers The Buffalo News and Business First.
Tony has appeared on TV as a guest commentator on PBS' Nightly Business Report, CNBC's Mutual Fund Investor, The Money Club, WGRZ, WKBW and WIVB, as well as YNN News. He also had a weekly series on financial radio talk show WBEN and was a financial analyst for National Public Radio's Buffalo, NY affiliate, WBFO for 10 years. Tony completed a 3-year term as Director on the National Association of Personal Financial Advisors' National Board.
NAPFA Start Date
June 16, 1998
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