Anthony Gaiffe, Cfp®

Anthony Gaiffe, Cfp® Email and Phone Number

Investment Advisor Representative and CFP® @ Accel Wealth Management
Cedar Rapids, IA, US
Anthony Gaiffe, Cfp®'s Location
Cedar Rapids, Iowa, United States, United States
Anthony Gaiffe, Cfp®'s Contact Details

Anthony Gaiffe, Cfp® work email

Anthony Gaiffe, Cfp® personal email

n/a
About Anthony Gaiffe, Cfp®

Anthony Gaiffe, Cfp® is a Investment Advisor Representative and CFP® at Accel Wealth Management. He possess expertise in wealth management, portfolio management, modeling portfolios, customer service, retirement planning and 5 more skills.

Anthony Gaiffe, Cfp®'s Current Company Details
Accel Wealth Management

Accel Wealth Management

View
Investment Advisor Representative and CFP®
Cedar Rapids, IA, US
Employees:
16
Anthony Gaiffe, Cfp® Work Experience Details
  • Accel Wealth Management
    Investment Advisor Representative And Cfp®
    Accel Wealth Management
    Cedar Rapids, Ia, Us
  • Accel Wealth Management
    Investment Advisor Representative / Cfp®
    Accel Wealth Management Dec 2019 - Present
    Cedar Rapids, Ia
  • Premier Advisors, Llc.
    Financial Advisor / Certified Financial Planner Tm
    Premier Advisors, Llc. May 2013 - Dec 2019
    Cedar Rapids, Iowa Area
    - Growing and protecting client's networth- Comprehensive portfolio design and implementation- More than just investments
  • Hawkins Wealth Management
    Director Of Research
    Hawkins Wealth Management Jul 2012 - Mar 2013
    Coralville, Ia
    - Portfolio creation and design- Financial research and analysis
  • Schwab Investment Advisory Services, Inc.
    Associate Portfolio Consultant
    Schwab Investment Advisory Services, Inc. Jan 2012 - Jul 2012
    Phoenix, Arizona Area
    - Private Client Advisory Services
  • Charles Schwab
    Associate Portfolio Consultant
    Charles Schwab Sep 2010 - Jan 2012
    Phoenix, Arizona Area
    - Private Client Advisory Services
  • Charles Schwab
    High Net Worth Active Trader
    Charles Schwab Sep 2005 - Sep 2010
    Phoenix, Arizona Area
    -High Net Worth Active Trader Division
  • T. Rowe Price
    Registered Representative
    T. Rowe Price May 1999 - Feb 2005
    Tampa/St. Petersburg, Florida Area
    - Retirement Services Department- Asset Retention Department- Advisory Services Group.

Anthony Gaiffe, Cfp® Skills

Wealth Management Portfolio Management Modeling Portfolios Customer Service Retirement Planning Market Research Strategic Financial Planning Stock Market Etfs Options Strategies

Anthony Gaiffe, Cfp® Education Details

Frequently Asked Questions about Anthony Gaiffe, Cfp®

What company does Anthony Gaiffe, Cfp® work for?

Anthony Gaiffe, Cfp® works for Accel Wealth Management

What is Anthony Gaiffe, Cfp®'s role at the current company?

Anthony Gaiffe, Cfp®'s current role is Investment Advisor Representative and CFP®.

What is Anthony Gaiffe, Cfp®'s email address?

Anthony Gaiffe, Cfp®'s email address is an****@****llc.com

What schools did Anthony Gaiffe, Cfp® attend?

Anthony Gaiffe, Cfp® attended University Of Florida, Hhs Ibp.

What skills is Anthony Gaiffe, Cfp® known for?

Anthony Gaiffe, Cfp® has skills like Wealth Management, Portfolio Management, Modeling Portfolios, Customer Service, Retirement Planning, Market Research, Strategic Financial Planning, Stock Market, Etfs, Options Strategies.

Who are Anthony Gaiffe, Cfp®'s colleagues?

Anthony Gaiffe, Cfp®'s colleagues are Todd Manternach, Scott Durscher, Marty Willenborg, Michele Wheeler, Megan Rushing, Jay Anderson, Hanna Kerr.

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