Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
Anthony has been part of our team since 2014. He specializes in advising clients on personal financial planning, investment planning, retirement planning, income tax planning, and estate planning matters. He’s passionate about helping clients reach their financial goals in life. Anthony is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and a Certified Financial Planner™ (CFP®). He also has Series 7 – General Securities Representative & Series 66 – NASAA-Uniform Combined State Law Exam licenses and is a licensed life and health insurance producer. Anthony is a Registered Representative of our broker/dealer, Avantax Investment Services SM, Inc. Anthony earned his Bachelor of Science degree in Accounting from Monmouth University and his Masters in Taxation from Rutgers University. He is a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
In his spare time, Anthony enjoys spending time with his wife, Genna, and their son, Anthony Jr.