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@oneamerica.com
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Anthony Destefanis, Mba is listed as Retirement Distribution Planning | Tax Exempt Planning | Guarantee Planning at OneAmerica, a company with 1880 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at oneamerica.com, phone signal with area code 310, 800, and a matched LinkedIn profile for Anthony Destefanis, Mba.
Anthony Destefanis, Mba previously worked as Senior Consultant | Brokerage Consultant One America at Oneamerica and Consultant | Retirement Distribution | Tax Exempt Planning | Actuarial Science Planning at Destefanis Financial. Anthony Destefanis, Mba holds Mba, Business/Marketing from Pepperdine Graziadio Business School.
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AeroLeads found 1 current-domain work email signal for Anthony Destefanis, Mba. Compare company email patterns before reaching out.
anthonyjdestefanis@gmail.com | In my role as Retirement Distribution Specialist, and 20 years in financial services – I believe in challenging the conventional advice on wealth accumulation and more importantly challenge the conventional advice on distributions models. I believe that the tradition “wisdom” in those models is neither effective nor efficient. Therefore, challenging the conventional models, by directly addressing their structural weakness is a fundamental paradigm shift. How I do this, by re-education; I empower clients to control where and how they accumulate and most importantly how to efficiently distribute more income in retirement. How I do this is using tax code sections, which have been in the IRS code for over 100 years. How I do this by using some of the soundest insurance companies in the world. In our implementation strategies, clients may see 2 to 3 to 4 times more income in retirement. I can do this for you. Are you ready to make that change?Anthony DeStefanis, MBA has been in the Financial Services industry for nearly 20 years. He holds Series 7, 66, 24, 53; CFP Candidate; Specialist/Expert Financial Planner; and Life and Health License, CA. As well as a Certificate in Retirement Planning from the Wharton School of Business. With 17 years of solid management experience (VP, Director). Anthony has hired, trained and developed financial advisors, as well as managed and built out his own financial services practice; working with business owners, families and individuals in all ranges of net worth.I am uniquely skilled at coaching and motivating clients to elevate their plans using the SMART Retirement model and deploying the Two Economic Powers approach in their planning.
Listed skills include Retirement Planning, Retirement, Strategic Financial Planning, Estate Planning, and 23 others.
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Los Angeles Metropolitan Area
I am expanding One America's independent brokerage line throughout Southern California. One America has a unique and high-quality product line, including Whole Life, and our Asset Care suite (Annuity/Life/LTC in one product). We offer a solid range of payouts. Let's do some business.
Sherman Oaks, CA
Consultant - Retirement Distribution Planning, Actuarial Science Planning, Economic Powers Educator, Tax Exempt Planning, Financial Planning, Protection Strategies, Whole Life focused.
Los Angeles, NYC
I graduated with my Bachelor of Fine Arts and have lived in New York City and Los Angeles. I am a member of Screen Actors Guild (SAG-AFTRA), and Actors Equity Association (AEA).
Los Angeles Area
Los Angeles, Newport Beach, Woodland Hills, CA
I managed Capstones Financial Planning Department, overseeing the fee-based, and non-fee financial planning platforms. Also, as Capstones' Insurance Specialist, I oversaw the training and development of the new and existing sales force, in all of MassMutual's product lines in California; Life, Disability, and Long Term Care Insurance.
Los Angeles, CA
Acomplished fee-based Financial Planner 1999-2013. Vice President from 2001 - 2011. Retirement Planning Specialist Certificate from the Wharton School of Business. Fostered relationships with business owners and individuals; created solutions for retirement income planning, business succession, estate planning, and wealth and investment/risk management..
Sherman Oaks
Member and Board Member; Chair of the Government Affairs Committee 2009, 2010.
I worked in Home Video, Movie Toons, and while at Feature Animation worked for the Asst. Producer for Disney's TARZAN.
Other employees you can reach at oneamerica.com. View company contacts for 1880 employees →
Andrea Diaz
Colleague at Oneamerica
Greater Indianapolis, United States
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KB
Keith Bercun
Colleague at Oneamerica
Pompano Beach, Florida, United States, United States
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DM
David Medina
Colleague at Oneamerica
Tracy, California, United States, United States
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Lisa Christy
Colleague at Oneamerica
Gaston, Indiana, United States, United States
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Jerry Semler
Colleague at Oneamerica
United States, United States
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AG
Amy Gushanas
Colleague at Oneamerica
Noblesville, Indiana, United States, United States
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AM
Anne Mazza
Colleague at Oneamerica
Milwaukee, Wisconsin, United States, United States
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BH
Bridget Hanley
Colleague at Oneamerica
Carmel, Indiana, United States, United States
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AW
Andrew Warren
Colleague at Oneamerica
Buckfield, Maine, United States, United States
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SF
Sydney Fischer
Colleague at Oneamerica
Greater Phoenix Area, United States
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Activities and Societies: Worked with the Repertory Theater of St. Louis as well as the St. Louis Opera Company.Classical Trained Actor
Quick answers generated from the profile data available on this page.
Anthony Destefanis, Mba works for OneAmerica.
Anthony Destefanis, Mba is listed as Retirement Distribution Planning | Tax Exempt Planning | Guarantee Planning at OneAmerica.
AeroLeads has found 1 work email signal at @oneamerica.com for Anthony Destefanis, Mba at OneAmerica.
AeroLeads has found 2 phone signal(s) with area code 310, 800 for Anthony Destefanis, Mba at OneAmerica.
Anthony Destefanis, Mba is based in Los Angeles Metropolitan Area, United States, United States while working with OneAmerica.
Anthony Destefanis, Mba has worked for Oneamerica, Destefanis Financial, Sag, Aea - Actor, Ohio National Financial Services, and Capstone Partners Financial And Insurance Services.
Anthony Destefanis, Mba's colleagues at OneAmerica include Andrea Diaz, Keith Bercun, David Medina, Lisa Christy, and Jerry Semler.
You can use AeroLeads to view verified contact signals for Anthony Destefanis, Mba at OneAmerica, including work email, phone, and LinkedIn data when available.
Anthony Destefanis, Mba holds Mba, Business/Marketing from Pepperdine Graziadio Business School.
Anthony Destefanis, Mba is listed with skills including Retirement Planning, Retirement, Strategic Financial Planning, Estate Planning, Insurance, Life Insurance, Wealth Management, and Investment Advisory.
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