Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
Anthony provides financial planning and tax services to our clients. Anthony is passionate about integrating wealth/tax planning strategies with our clients’ long-term financial goals and always making decisions that are in our clients’ best interest, which makes him an integral member of our financial planning team. 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. Anthony is currently pursuing the Chartered Financial Analyst (CFA) charter and is a Level II candidate. In his spare time, Anthony enjoys playing sports and spending time with his family and wife, Genna.