Anthony Bonanno Email & Phone Number

Anthony Bonanno joined Allied Wealth Partners in 1999 after earning a Bachelor of Science in Finance from the University of Scranton. He holds professional designations as a Certified Financial Planner™ (CFP®) and Certified Plan Fiduciary Advisor (CPFA). Additionally, Anthony is the Co-Founder and Partner of Benefits Source, LLC, a provider of employee and executive benefits for small to mid-market businesses.With extensive experience in wealth management, Anthony has earned a strong reputation for developing strategies that help individuals accumulate, protect, and responsibly distribute assets throughout retirement. His approach to segmenting retirement assets is designed to reduce income volatility and enhance financial stability during retirement years.A passionate educator, Anthony has been teaching comprehensive retirement education courses since 2013 at universities and educational venues across New York and New Jersey. His workshops, designed for pre-retirees, focus on the critical issues and strategies for managing risks before, during, and after retirement. Since 2019, he has also presented financial wellness classes to employees at two Fortune 500 companies.Beyond his professional work, Anthony is dedicated to giving back to the community. He serves on the Board and Finance Committee of Gateway Academy Charter School in Newark, NJ, which supports K-12 students in the community. He also previously served as Vice President and Treasurer of the PG Chambers School in Cedar Knolls, NJ, an institution that empowers children with disabilities to reach their full potential.Allied Wealth Partners, founded in 1966, is an elite independent wealth management firm in the New York/New Jersey Metropolitan area. We provide a full suite of services including investment and insurance products, employee benefits, financial planning, executive compensation, business succession, and estate planning.