
Anthony E. Ricciardi
With over 5 years of financial planning experience, Anthony is dedicated to helping clients achieve their financial goals through personalized, fiduciary advice. Specializing in retirement planning, investment management, and comprehensive wealth strategies, Anthony works with young professionals and high-net-worth individuals to craft tailored solutions that grow with their needs.
A proud graduate of Youngstown State University, Anthony earned his degree in Finance with a minor in Marketing. He is passionate about building long-term relationships with his clients and empowering them to feel confident in their financial decisions. His approach combines technical expertise with a strong understanding of each client's unique goals and values.
Outside of work, Anthony enjoys golf, tennis, and pickleball. He believes in maintaining a balanced life, which he also integrates into his financial planning strategies.