Anthony Maiuolo, CFP®, ChFC®, AIF®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Anthony has spent the majority of his career on Wall Street, dealing primarily with the equity markets. In 2016, he partnered with the comprehensive Barnum Financial Group SKG Team to bring an additional wealth of investment knowledge and skillsets to the advisory group. One of Anthony’s most valuable assets is his ability to create and nurture relationships with clients to ensure he aligns with their goals and provides a more holistic experience.
Anthony is also a Transition Solutions Specialist within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, Anthony assists with important, time-sensitive decisions regarding their coverage options. In addition, he provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. Anthony specializes in working with families and individuals who are going through a financial transition and are seeking guidance.
Anthony's dedication to his clients is delineated through his active pursuit to further his education and gain additional expertise to best service his clients. He consequently attained the AIF® designation in 2019 and the CFP® designation in 2020.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY. CA License Insurance # 0L03949. AR Insurance Lic# 17114121