Anthony Massaro is a CERTIFIED FINANCIAL PLANNER™ who is passionate about helping his clients work towards pursuing their financial goals. He works with clients of all different ages and has the experience to provide comprehensive financial advice on a range of topics, from retirement planning to student loan repayment. Understanding the importance of trust and confidence in any financial planning relationship, Anthony takes the time to truly understand each client’s unique situation, thereby being able to provide the most thoughtful and appropriate advice possible.
Anthony chose to pursue a CERTIFIED FINANCIAL PLANNER™ designation because CFP® holders are trained to develop and implement comprehensive financial plans for individuals, businesses, and organizations. These plans demonstrate knowledge in multiple areas of financial planning, including income and estate tax, investment planning, risk management, and retirement planning.
In 2021, Anthony was awarded the Certified Student Loan Professional (CSLP®) designation, which identifies financial professionals focused on the advisement of consumers repayment student debt and in the form of a comprehensive financial plan.
If you have begun saving but don’t know your next steps, or may be close to retirement but unclear if you are truly prepared, Anthony believes he can help. By creating a clear and comprehensive financial plan that is built around your lifestyle, he can aim to put you on the right track for financial confidence.
Previously, he worked at Vanguard as a Financial Advisor, where he also taught the CFP® preparation course.
Anthony studied at Rutgers University obtaining a Bachelor of Economics cum laude and dual Minors in Business Administration and History. In his spare time he enjoys playing tennis, dining out in Philadelphia and hiking nearby trails. Anthony is passionate about animal welfare and donates his time and resources to the Brandywine Valley SPCA.