Anthony Capristo
Investment Advisor Representative at Forthright Wealth Planning
- Role
- Partner, Certified Financial Planner at Forthright Wealth Planning
- Location
- Allentown, PA, US
- LinkedIn followers
- 500 followers
Experience
Partner, Certified Financial Planner
Jul 2017 — Present
I provide comprehensive financial planning services to families and business owners to help everyone achieve their financial life goals. The services that my partners and I provide include all elements of the financial planning process: retirement planning, behavioral financial coaching, social security & medicare planning, retirement income planning, income tax planning, investment planning which includes asset allocation and diversification strategies, business succession planning, estate planning and insurance planning.Securities and advisory services are offered through Centaurus Financial, Inc, member FINRA/SIPC, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the state of PA. Forthright Wealth Planning and Centaurus Financial, Inc. are not affiliated.
Education
Misericordia University
Master of Business Administration (MBA)
2008 — 2010
Penn State University
Bachelor of Business Administration (B.B.A.), Finance, General
2004 — 2006
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