Role listed
Four Pillar Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial S
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Anthony Baldi, Cfp®, Cka Email & Phone Number
Private Wealth Advisor at Anthony Baldi & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
at
Four Pillar Wealth, a private wealth advisory practice of Ameriprise Financial S
1 work email found
@ampf.com
4 phones found area 716
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Four Pillar Wealth, a private wealth advisory practice of Ameriprise Financial S
Role
Private Wealth Advisor at Anthony Baldi & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
Location
Buffalo, New York, United States
Who is Anthony Baldi, Cfp®, Cka? Overview
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Quick answer
Anthony Baldi, Cfp®, Cka is listed as Private Wealth Advisor at Anthony Baldi & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC at Four Pillar Wealth, a private wealth advisory practice of Ameriprise Financial S, based in Buffalo, New York, United States. AeroLeads shows a work email signal at ampf.com, phone signal with area code 716, and a matched LinkedIn profile for Anthony Baldi, Cfp®, Cka.
Anthony Baldi, Cfp®, Cka previously worked as Private Wealth Advisor at Ameriprise Financial Services, LLC at Anthony Baldi & Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc. Anthony Baldi, Cfp®, Cka holds Bs, Business from Medaille College.
Company email context
Email format at Four Pillar Wealth, a private wealth advisory practice of Ameriprise Financial S
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*@ampf.com
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AeroLeads found 1 current-domain work email signal for Anthony Baldi, Cfp®, Cka. Compare company email patterns before reaching out.
Profile bio
About Anthony Baldi, Cfp®, Cka
Anthony Baldi & Associates believes in sustaining a dynamic workplace that is passionate about helping our clients pursue and maintain a more confident retirement, and making a positive impact in our community.What you can expect when you work with me My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. INTERESTS- Spending time with family- Buffalo Bills- New York Yankees- Charitable organizations within Western New York and beyond- TravelingAREAS OF FOCUS- Retirement Planning Strategies- Retirement Plan Distribution- Retirement Income Strategies- Estate Planning Strategies- Christian Financial StrategiesPROFESSIONAL ASSOCIATIONS- Leadership Buffalo, Class Experience 2010- Kingdom Advisors- National Association of Insurance and Financial Advisors- Financial Planning Association- Million Dollar Round TableYEARS OF EXPERIENCE34QUALIFICATIONS- CKA® Certified Kingdom Advisor®- CFP® CERTIFIED FINANCIAL PLANNER™ practitionerCOMMUNITY PARTICIPATION- Buffalo City Mission- Habitat for Humanity- The Boys & Girls Club of Buffalo- The Buffalo Philharmonic Orchestra- Leadership Buffalo- Hospice Buffalo- Food Bank of Western New York- Christian Central AcademyAWARDS & RECOGNITION- Ameriprise Chairman's Advisory Council, 2005 - 2014- Ameriprise Hall of Fame Inductee, 2011- Ameriprise Circle of Success, 2006-2018- Forbes Best-in-State Wealth Advisors, 2019DISCLOSUREPlease visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media
Listed skills include Services.
Current workplace
Anthony Baldi, Cfp®, Cka's current company
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Four Pillar Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial S
2 roles
Anthony Baldi, Cfp®, Cka work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor At Ameriprise Financial Services, Llc
Current
Anthony Baldi & Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
Mar 1987 - Present
1 education record
Anthony Baldi, Cfp®, Cka education
-
Medaille College
FAQ
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What company does Anthony Baldi, Cfp®, Cka work for?
Anthony Baldi, Cfp®, Cka works for Four Pillar Wealth, a private wealth advisory practice of Ameriprise Financial S.
What is Anthony Baldi, Cfp®, Cka's role at Four Pillar Wealth, a private wealth advisory practice of Ameriprise Financial S?
Anthony Baldi, Cfp®, Cka is listed as Private Wealth Advisor at Anthony Baldi & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC at Four Pillar Wealth, a private wealth advisory practice of Ameriprise Financial S.
What is Anthony Baldi, Cfp®, Cka's email address?
AeroLeads has found 1 work email signal at @ampf.com for Anthony Baldi, Cfp®, Cka at Four Pillar Wealth, a private wealth advisory practice of Ameriprise Financial S.
What is Anthony Baldi, Cfp®, Cka's phone number?
AeroLeads has found 4 phone signal(s) with area code 716 for Anthony Baldi, Cfp®, Cka at Four Pillar Wealth, a private wealth advisory practice of Ameriprise Financial S.
Where is Anthony Baldi, Cfp®, Cka based?
Anthony Baldi, Cfp®, Cka is based in Buffalo, New York, United States while working with Four Pillar Wealth, a private wealth advisory practice of Ameriprise Financial S.
What companies has Anthony Baldi, Cfp®, Cka worked for?
Anthony Baldi, Cfp®, Cka has worked for Four Pillar Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial S and Anthony Baldi & Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc.
How can I contact Anthony Baldi, Cfp®, Cka?
You can use AeroLeads to view verified contact signals for Anthony Baldi, Cfp®, Cka at Four Pillar Wealth, a private wealth advisory practice of Ameriprise Financial S, including work email, phone, and LinkedIn data when available.
What schools did Anthony Baldi, Cfp®, Cka attend?
Anthony Baldi, Cfp®, Cka holds Bs, Business from Medaille College.
What skills is Anthony Baldi, Cfp®, Cka known for?
Anthony Baldi, Cfp®, Cka is listed with skills including Services.
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