Investment Advisor Representative
Anthony joined Tomaro Financial Group in 2015 and began his career as an investment advisory representative. In his role, Anthony works with clients to develop plans and strategies to guide them through all stages of their financial lives. He takes great pride in educating and helping people succeed in their goals.
Prior to joining TFG, Anthony was a consultant with Liberty Mutual Insurance in Boston where he analyzed the growth and profitability of various lines of insurance. His main areas of focus were financial analysis and reporting and product management. While at Liberty Mutual, Anthony achieved designations as a Chartered Property Casualty Underwriter (CPCU) and Associate in Personal Insurance (API).
Anthony holds a Bachelor of Science from Boston College with concentrations in Finance and Corporate Reporting.
In addition to his SIE (Securities Industry Essentials), Series 7 (General Securities Representative), and Series 66 (Uniform Combined State Law) licenses, Anthony holds his insurance licenses for Variable Life, Variable Annuities, Fixed Life, Fixed Annuities, Health and Disability Insurance.
When Anthony isn’t at the office, he enjoys spending time with his wife Sarah, daughter Charlotte, son Cole and his yellow lab sidekick, Finn. He also enjoys playing baseball and golf, coaching youth baseball, trying new restaurants, and learning history.