Meet Our Team

For the past 12 years, Anthony has made it the focus of his career to practice comprehensive financial planning with an emphasis on retirement planning and investment management. We build you a plan, then manage it.

True knowledge comes from doing, and Anthony has transitioned many people to retirement. Transitioning to retirement is not just dollars & cents, it is an emotional process for people moving into the next phase of their lives. He understands that and works with clients in seeking to reduce as much anxiety and fear as possible, so they can strive to relax and enjoy the benefits of retirement.

Anthony R. Ruffalo, CFP®

Anthony Ruffalo is a CERTIFIED FINANCIAL PLANNER™ Practitioner. The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold a CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, only 62,000 individuals have obtained CFP® certification in the United States.

Anthony holds the series 24, 7, 66 securities licenses through LPL Financial as well as Life, Health, Long Term Care, Medicare Supplement, and Annuity licensures.

Direct: (980) 272-3903