Your Advisor
Meet Anthony
Anthony is a USC (University of Southern California) graduate, husband, and proud father of four daughters who brings the same discipline, preparation, and long-term mindset from a 10+ year professional baseball career into his work as a financial advisor.
Having begun investing early in his own life, he understands firsthand how consistent habits, thoughtful strategy, and patience compound over time. He holds the Series 7 and Series 66 licenses and is actively pursuing the CFP® designation to deepen the technical rigor behind his advice. Anthony works best through strong collaboration with families, aligning decisions to real-world priorities, and guiding clients through a clear, repeatable process designed to create confidence, clarity, and lasting progress.
Know our technology
At Avora Wealth, transparency is foundational to how we serve clients. Our focuses are clear expectations, straightforward communication, and full visibility into the “why” behind every recommendation. We build an experience that is efficient and easy to follow by using secure, client-friendly tools that simplify data gathering, document sharing, and ongoing collaboration.
We believe a truly complete financial plan requires every meaningful detail to be reviewed, which is why we combine personal expertise with technology to ensure nothing gets overlooked.
This approach creates a more accurate understanding of your full financial picture and leads to better, more personalized decision-making. By pairing disciplined process with modern resources, Avora Wealth delivers clarity, consistency, and confidence at every step. The result is a planning experience that feels organized, responsive, and designed around you.
