Our Qualifications

 

Anthony Canderozzi, CRPC, ChFC® and LUTCF

Financial Services Representative

 

Phone: (732) 751-3074
E-mail:

 

In addition to helping clients protect and grow their assets for over 20 years, he brings a wealth of experience in Advanced Markets and Estate/Wealth Preservation Planning. As part of the firm's Financial Planning Department he has applied the processes and strategies used with the Ultra Affluent in a practical application that all clients could benefit from. A graduate of St. Johns University, Anthony earned an AS degree in Accounting and a BS in Finance. Anthony holds the designations of  Chartered Retirement Planning Counselor from the College for Financial Planning, as well as a Fellowship degree in Financial Planning through the Life Underwriter Training Council.

 

Throughout his over 20-year career, he has enjoyed training new and veteran representatives in basic and advanced Financial Planning and Wealth Preservation Strategies.  He was a Top Recruiters qualifier from 2000-2002 and an Agency Builders Qualifier from 2000-2002.  Anthony and his wife Gerilyn reside in Jackson, NJ with their 3 sons - Zachary, Noah, and Jacob.

 

CRPC- a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement” for their clients. There is a focus on clients' pre- and post-retirement needs, as well as issues related to asset management and estate planning.

ChFC®

LUTCF - recognized as the industry benchmark for insurance credentials and is endorsed by the top financial firms and insurance agencies.