Anthony M. Calabrese, CFP®, PPC™, CPFA™️, Partner and Senior VP with Beacon Wealth, has been a LPL Registered Representative since 2005 and has since had extensive experience within the Financial Services Industry.
The love for financial success and the passion for delivering financial advice started at a fairly young age for Anthony. Growing up in a family of educators, all of his relatives had the retirement certainty of a pension. This was where it all started and something he resonated with.
Anthony’s approach to Wealth Management is a three-fold philosophy. One: understanding the client’s risk tolerance and emotions toward risk. Two: investment objective and plans for risk vs. reward and three: the time horizon intended in order to develop a portfolio for the client’s accumulation, distribution, estate and retirement needs.
Through the use of many various creative strategies, along with the use of innovative investment products through their Broker/Dealer LPL Financial, Mr. Calabrese can effectively help to pursue the many diverse needs of his clients.
Anthony is married to his wife Katie and has 2 children, Anthony II and Karalina. During the winter months, you can find him in Lincroft, NJ, but throughout the summer, they spend their time at their beach house in Seaside Park, NJ.