Anthony Porchetta

  • Financial Planner
  • Investment Advisor Representative
  • CA Insurance License# 4308165

As a Financial Planner, Anthony services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Anthony can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

Qualifications

  • Licensed to sell Life, Accident, and Health Insurance
  • Holds his Series 7 and Series 66 Securities Licenses
  • Graduate from the University of Scranton with a bachelors degree

 

Personal

  • Currently resides in Scotch Plains, NJ with his French Bulldog, Garbanzo
  • In his free time, he enjoys playing baseball and bowling

 

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ.

Check the background of this registered representative on FINRA’s BrokerCheck 

Office of Supervisory: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more !!