15. Anthony Capristo- Behavioral Finance

Caring, listening, and problem solving, Anthony is an invaluable resource and advocate for his clients. Having had a wide variety of industry experiences, Anthony feels equally as comfortable advising professionals, business owners and families alike. Anthony was born and raised in Northeastern PA. He obtained his undergraduate degree in Business Administration and Finance from Pennsylvania State University. He also has a Masters in Business Administration from Misericordia University. After college, Anthony furthered his education and obtained the following professional designations to better serve his clients. He is a Certified Financial Planner, Enrolled Agent, Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor for Senior Living, Retirement Income Certified Professional, Registered Employee Benefits Consultant, Chartered Healthcare Consultant, Chartered Advisor In Philanthropy, Chartered Special Needs Consultant, Accredited Estate Planner and Accredited Investment Fiduciary. Anthony has over a decade of industry experience. Prior to founding Forthright Wealth Planning, his most recent employer was a very large Registered Investment Advisory firm based out of Camas, Washington. Anthony believes in quality over quantity. He prides himself on having open and honest conversations in which clients feel that he understands their values and goals. Anthony works with clients all around the country both in person and virtually. https://www.forthrightwp.com/ Securities and Advisory Services offered through Centaurus Financial Inc., Member FINRA and SIPC and a Registered Investment Advisor. Forthright Wealth Planning and Centaurus Financial, Inc. are not affiliated companies. Support this podcast at — https://redcircle.com/dr-ds-social-network/donations Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy