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R. Anthony DiRegolo II, CFP®, CLU®

Financial Advisor anthony.diregolo@sgc-financial.com

Mission Statement

I believe in order to be successful; especially financially; you need to have a clear vision on what you are trying to accomplish. My role is to help my clients embrace that same belief as well as help them throughout the entire process; the creation/formation of the vision, implementation, monitoring and achievement of their goals.

What I Do for My Clients

Anthony joined SGC Financial in 2007 to provide objective and comprehensive advice in order to fully meet the financial management needs of his clients. Through this process, Anthony is able to provide customized solutions through a full range of analytics, team expertise, protection planning, and asset management strategies.

In addition Anthony is an active member financial service industry associations including: Financial Services Institute (FSI), and the Peninsula Estate Planning Council (PEPC).

Anthony specializes in meeting the financial needs of medical professionals, family owned businesses and individuals planning for retirement.

 

Personal

Anthony was raised in Fair Oaks, CA. Anthony is an avid sports fan including college basketball, golf and hockey. Anthony earned his Eagle Scout in 1997, and still enjoys camping and fly fishing in the Sierra Nevada’s. Anthony lives in Belmont with his wife Jennifer and daughter Aurora.

 * Separate from the financial plan and an advisors’ role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them.

FINRA CRD #5370997

California Insurance License #0F66862

T#953936 DOFU 06-2014