Anthony Sandomierski

Anthony has been a member of our firm since 2014.  He worked at an accounting firm for a year and couldn’t come to terms with how little he felt he was actually helping people.  When he found an industry where he could help people with wealth management and tax issues under one roof, a lightbulb went off in his head.  He quickly realized how many people he could help by taking these complex issues and turning them into a language most people could understand .  Since then, he’s been a continuous student mastering every aspect of his craft.  

Anthony’s education and credentials:

• Bachelor of Science with a Concentration in Accounting – Monmouth University
• Masters in Taxation – Rutgers University
• Certified Financial Planner (CFP®)
• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• Series 7 – General Securities Representative
• Series 66 – NASAA – Uniform Combined State Law Exam
• Life & Health Insurance Producer
• Member of AICPA and NJSCPA

Anthony is very passionate about helping our clients pursue their financial goals and objectives in life.  It brings him joy and gratification on a daily basis.  He loves coming to work each day to do this and helping our team members grow so they can better serve our clients.

He is best at helping the following (but not just limited to this list):

• High Income Earners
• High Net Worth Families & Individuals
• Executives
• Small Business Owners
• Active Seniors
• Widows

Take a look at our “Case Studies” page to get a better idea of who we help best.

Anthony’s a husband and father of two (hoping for many more!) and thoroughly enjoys spending time with his family and friends on the Jersey Shore.  He’s an avid reader and continuous student, and loves economic/financial/presidential history.  He thinks that information is so important to what we do.  He considers himself a leader within the firm and spends a lot of time reading motivational/leadership/management books.  He loves developing/leading team members and clients and takes a lot of pride in seeing our team grow.