Anton Bayer Email and Phone Number
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Anton is the founder of Up Capital Management and Chairman of the Investment Committee for the firm’s eight model portfolios. He has over 34 years experience as a Registered Representative and Registered Investment Advisor earning his Certified Financial Planners designation in 1985 at Golden Gate University.Prior to launching Up Capital Management, Anton was the Senior Vice President of CBIZ Wealth Management where he co-managed over $900 million in assets for individual and corporate accounts.Since 2003, Anton has published Managing to Retire, a quarterly investment & economic-focused newsletter and beginning in 2012 The Weekly Update. In 2007, he released the book titled, Exposing the Myths to Achieving Financial Success and in 2022 released the book titled, "Physicians Guide to Wealth".Anton has been a frequent guest on regional and national media programs including CNBC, Fox Business News, Bloomberg Radio, KRON TV, etc. He has been quoted in the WSJ, Bloomberg, Associated Press. He is regularly invited to speak at corporate-sponsored events on investment and economic topics.
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CeoUp Capital Management Inc. Aug 2009 - PresentGranite Bay, Ca, UsUp Capital Management is a wealth management and financial consulting company managing over $170M in assets for individual, retirement plan and trust accounts. -
Co-FounderFinancial Time Traveler Jul 2016 - Dec 2017A financial education and content creation company Co-Founded by Nyle & Anton Bayer providing content on all topics financial and personal development. The goal is to "time travel" subscribers to their future self faster with proven strategies employed by the ultra-wealthy. Listen to Financial Time Traveler podcasts as the father and son team discuss relevantly but not readily taught strategies for achieving financial success. Podcasts are available on iTunes or access all the resources available at the company's website.
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Senior Vice PresidentCbiz Apr 2000 - Aug 2009Cleveland, Oh, UsSenior Vice President of the San Jose Wealth Management Division that was responsible for over $500M in assets for individual, corporate, and retirement plan accounts. Also co-managed the San Jose Retirement Division responsible for investment advisory services for retirement plans.
Anton Bayer Skills
Anton Bayer Education Details
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Golden Gate UniversityFinancial Planning And Services
Frequently Asked Questions about Anton Bayer
What company does Anton Bayer work for?
Anton Bayer works for Up Capital Management Inc.
What is Anton Bayer's role at the current company?
Anton Bayer's current role is CEO at Up Capital Management Inc..
What is Anton Bayer's email address?
Anton Bayer's email address is cb****@****aol.com
What is Anton Bayer's direct phone number?
Anton Bayer's direct phone number is +140840*****
What schools did Anton Bayer attend?
Anton Bayer attended Golden Gate University.
What are some of Anton Bayer's interests?
Anton Bayer has interest in Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Home Decoration, Health, Children, Cooking, Electronics.
What skills is Anton Bayer known for?
Anton Bayer has skills like Wealth Management Services, Certified Financial Planner, Retirement Plan Consulting, Retirement Planning, Retirement, Wealth Management, Financial Planners, Investment Advisory Services, Investment Strategies, Investment Advisory, Investments, Strategic Financial Planning.
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