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Anthony Maiuolo, CFP®, ChFC®, AIF®

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 Barnum Financial Group SKG Team, a team consisting of eight advisors and fifteen support members. His wealth of investment knowledge is complementary to the skill sets of the advisory group and allows him to provide a more comprehensive client 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.

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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