Anthony Caruso
President , Capital Benefits Advisors
- Role
- President at Capital Benefits Advisors
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Anthony Caruso
Preparing for that next step in life isn’t always easy. My combination of experience…
Experience
President
Dec 2022 — Present · Ft Lauderdale, FL, US
As we have learned over the past several years working with some our clients and due to unprecedented demand for advice in the federal employee retirement benefits program. We are proud to expand our level of expertise into this area, Helping educate Federal employees better understand & navigate the Federal Government retirement system and how their benefits work during their working Careers and approaching retirement. we are proud to announce that we have created our new division, Capital Benefits Advisors. specializing in Federal Employee Benefits we are proud to receive The Federal Retirement Consultant Designation (FRC) which is recognized by FINRA
Skills
- Asset Management
- Series 63
- Insurance
- Series 24
- Investments
- Series 65
- Securities
- Series 53
- Personal Financial Planning
- Financial Planning
- Wealth Management Services
- Bonds
- Strategic Financial Planning
- Wealth Management
- Financial Services
- Retirement Planning
- Equities
- Mutual Funds
- Sports
- Portfolio Management
- Management
- Investment Advisory
- Series 7
- Investment Strategies
- Alternative Investments
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