Anthony Agoni has 30 years of financial advisory experience and deep financial education. He provides comprehensive financial & estate planning strategies for discerning families, with a special focus on tax sheltering investment strategies and risk management. He typically coordinates all the financial affairs of his clients, even items held elsewhere. He truly cares and is devoted to excellence. Mr. Agoni typically provides analysis & advice on a fee basis, even where no “assets placed under management” are involved.
In addition to his 15 years with the company, Anthony was a Vice President of Citibank who financed major real estate projects and worked-out distressed debt worldwide. He was the CEO of ActiveLaw.com (a dotcom in the Legal Ethics space), was a New York City field construction manager for subway projects and historic buildings, and owned a piano-moving company in Harlem for five years.
Anthony is an active volunteer. He is the Treasurer of the Orange County Estate Planning Council. A long-time leader of many Columbia Alumni clubs & programs, he was awarded the prestigious Alumni Medal by Columbia University’s Board of Trustees in 2017. He’s a sworn emergency responder on his county’s Large Animal Rescue Team, which saves horses & cattle during wildfires and floods. Anthony is also an equestrian in the Dressage discipline.
B.S. Civil Engineering – Columbia University
MBA Finance – Columbia University
ChFC (Chartered Financial Consultant) – American College
Chartered Life Underwriter (CLU) – American College
Certificate in Retirement Planning – The Wharton School, University of Pennsylvania
Investment Management Certificates – Harvard University
Licenses & Certifications
FINRA Series 7, 63, 66
CA Insurance License #0D67222