Anthony Safier, CRPC®
Team Lead & Wealth Manager
Anthony Has worked in finance since 2009 and then made the switch from institutional to the personal side with wealth management in 2016. When he realized there are so many things that people are unaware of in the personal side of finance. He now prides himself on having clients who understand, he ensures that his time with clients is educational.
Furthermore, I realized that this kind of work could be so impactful in families lives, far beyond that of institutions.
He is a Orlando native who holds a bachelors in business from the university of Central Florida. When he is not working Anthony is spending time with his wife and son. They enjoy baseball, golf, fishing and travel. He also has a passion for helping youth in the community. He continues to volunteer as a coach.