Anthony M Calabrese Email & Phone Number

Anthony has been awarded an NJ Monthly Magazine 5 Star Wealth Manager Award for 5+ years!!! Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2019, 2020, 2021, 2022, 2023 and 2024 Five Star Wealth Managers. My passion is designed with the objective of making sure no client ever outlives their wealth. What they do earns their fortune, we strive to preserve it. It's our job to help clients with financial confidence.For the past 20 years in Financial Services, Anthony has served as the company's Director of Income Planning and focuses on working with income needs and distribution for various different clientele, yet focusing on Athletes and Entertainers. Anthony approaches wealth management with a three-fold philosophy. One: understanding the client’s risk tolerance and emotions. Two: investment objective and plans for growth vs. preservation and three: the time horizon intended, in order to develop a portfolio for the client’s income, distribution and retirement needs. Through the use of many seasoned investment products, through their Broker/Dealer LPL Financial, Anthony can actively address the many diverse needs of his clients. In addition to his investment career, Anthony was previously the Head Men's Basketball coach at Berkeley College in Newark New Jersey for 6 years and an Assistant Men's Basketball Coach at Montclair State University and NJAC Rival Kean University for a total of 6 years before hanging up the college coaching shoes to focus solely on working within his investment services practice. Recently Anthony has begun his own youth AAU travel basketball team with his son. They currently have a 7th grade team. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.For a list of states in which I am registered to do business, please visit www.bwmglp.com.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completenessCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Listed skills include Investments, Retirement, Asset, Financial Planning, and 31 others.