Investment Advisor Representative
CurrentI am currently heading the 403(b) division.
Dec 2015 - Present
AeroLeads people directory · profile
Anthony Isola. Cfp® Email & Phone Number
Investment Advisor Representative
at
Ritholtz Wealth Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Investment Advisor Representative
Location
Stony Brook, New York, United States
Company size
Who is Anthony Isola. Cfp®? Overview
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Quick answer
Anthony Isola. Cfp® is listed as Investment Advisor Representative at Ritholtz Wealth Management, a company with 30 employees, based in Stony Brook, New York, United States. AeroLeads shows a matched LinkedIn profile for Anthony Isola. Cfp®.
Anthony Isola. Cfp® previously worked as President at Ati Innvestment Consulting and Teacher at Plainview Old Bethpage Middle School. Anthony Isola. Cfp® holds Bachelor Of Arts (Ba), Economics from Boston University.
Company email context
Email format at Ritholtz Wealth Management
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Ritholtz Wealth Management
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Profile bio
About Anthony Isola. Cfp®
Our focus is on what we can control, not the whims of the markets. Limiting taxes, behavior modification, proper diversification and controlling costs are the keys to reaching long term goals. My experience as a former public school teacher, CFP(r) and bank trader gives me a unique perspective on the market. An educated client is a good client. Teaching has enabled me to convey complex investment principles into easily understandable information We focus on complete transparency since we have absolutely nothing to hide at RWM. Our real value comes from the impartial advice we give regarding social security strategies, college planning, debt management, estate issues, insurance choices and charitable giving. retirement. planning. Since many of our friends and family are also clients, we are looking for clients that will fit this model of personalized attention without corporate sterility.
Listed skills include Portfolio Management, Asset Management, Asset Allocation, Investment Strategies, and 15 others.
Current workplace
Anthony Isola. Cfp®'s current company
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Ritholtz Wealth Management
5 roles
Anthony Isola. Cfp® work experience
A career timeline built from the work history available for this profile.
President
Ati Innvestment Consulting
Fee only RIA that focused on low cost global investing and emphasized comprehensive financial planning
Jan 2003 - Nov 2015
Teacher
Plainview Old Bethpage Middle School
History Teacher and Stock Market Game Coordinator.
Sep 1998 - Jun 2014
Sep 1988 - Sep 1989
Trader
Union Bank Of Switzerland
Traded Swiss Franc and Japanese Yen.
Jan 1987 - Aug 1989
Team & coworkers
Colleagues at Ritholtz Wealth Management
Other employees you can reach at ritholtzwealth.com. View company contacts for 30 employees →
PS
Patrick Schwendeman, Cfp®
Colleague at Ritholtz Wealth Management
Lexington, Kentucky, United States, United States
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DB
Dom Bova, Cfp®, Ea
Colleague at Ritholtz Wealth Management
Greater Philadelphia, United States
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DK
Dylan Kluender
Colleague at Ritholtz Wealth Management
New York City Metropolitan Area, United States
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BR
Brian Rosen
Colleague at Ritholtz Wealth Management
Greater Chicago Area, United States
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PZ
Paul Zodtner, Crpc®, Ricp®
Colleague at Ritholtz Wealth Management
Charlotte, North Carolina, United States, United States
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BC
Ben Carlson, Cfa
Colleague at Ritholtz Wealth Management
Grand Rapids, Michigan, United States, United States
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BA
Bill Artzerounian, Cfp®, Cpa
Colleague at Ritholtz Wealth Management
Willow Grove, Pennsylvania, United States, United States
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AG
Adam Gock
Colleague at Ritholtz Wealth Management
Greater Chicago Area, United States
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AD
Andrea Diltz
Colleague at Ritholtz Wealth Management
United States, United States
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SR
Sean Russo, Mba
Colleague at Ritholtz Wealth Management
New York, New York, United States, United States
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Patrick Schwendeman, Cfp®
Colleague at Ritholtz Wealth Management
Lexington, Kentucky, United States, United States
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DB
Dom Bova, Cfp®, Ea
Colleague at Ritholtz Wealth Management
Greater Philadelphia, United States
View →
DK
Dylan Kluender
Colleague at Ritholtz Wealth Management
New York City Metropolitan Area, United States
View →
BR
Brian Rosen
Colleague at Ritholtz Wealth Management
Greater Chicago Area, United States
View →
PZ
Paul Zodtner, Crpc®, Ricp®
Colleague at Ritholtz Wealth Management
Charlotte, North Carolina, United States, United States
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BC
Ben Carlson, Cfa
Colleague at Ritholtz Wealth Management
Grand Rapids, Michigan, United States, United States
View →
BA
Bill Artzerounian, Cfp®, Cpa
Colleague at Ritholtz Wealth Management
Willow Grove, Pennsylvania, United States, United States
View →
AG
Adam Gock
Colleague at Ritholtz Wealth Management
Greater Chicago Area, United States
View →
AD
Andrea Diltz
Colleague at Ritholtz Wealth Management
United States, United States
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SR
Sean Russo, Mba
Colleague at Ritholtz Wealth Management
New York, New York, United States, United States
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3 education records
Anthony Isola. Cfp® education
Bachelor Of Arts (Ba), Economics
Cfp Certification Professional Education Program, Financial Planning
College Of Financial Planning
Master Of Science (Ms), Education
FAQ
Frequently asked questions about Anthony Isola. Cfp®
Quick answers generated from the profile data available on this page.
What company does Anthony Isola. Cfp® work for?
Anthony Isola. Cfp® works for Ritholtz Wealth Management.
What is Anthony Isola. Cfp®'s role at Ritholtz Wealth Management?
Anthony Isola. Cfp® is listed as Investment Advisor Representative at Ritholtz Wealth Management.
Where is Anthony Isola. Cfp® based?
Anthony Isola. Cfp® is based in Stony Brook, New York, United States while working with Ritholtz Wealth Management.
What companies has Anthony Isola. Cfp® worked for?
Anthony Isola. Cfp® has worked for Ritholtz Wealth Management, Ati Innvestment Consulting, Plainview Old Bethpage Middle School, Creditanstalt, and Union Bank Of Switzerland.
Who are Anthony Isola. Cfp®'s colleagues at Ritholtz Wealth Management?
Anthony Isola. Cfp®'s colleagues at Ritholtz Wealth Management include Patrick Schwendeman, Cfp®, Dom Bova, Cfp®, Ea, Dylan Kluender, Brian Rosen, and Paul Zodtner, Crpc®, Ricp®.
How can I contact Anthony Isola. Cfp®?
You can use AeroLeads to view verified contact signals for Anthony Isola. Cfp® at Ritholtz Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Anthony Isola. Cfp® attend?
Anthony Isola. Cfp® holds Bachelor Of Arts (Ba), Economics from Boston University.
What skills is Anthony Isola. Cfp® known for?
Anthony Isola. Cfp® is listed with skills including Portfolio Management, Asset Management, Asset Allocation, Investment Strategies, Economics, College Education Planning, Social Security Planning, and Retirement Planning.
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