Anthony Kania
- Role
- Financial Planner at Prudential Financial
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Anthony Kania
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Planner
Jan 2022 — Present
A Financial Planner • Assists in the clarification, understanding and quantification of client’s financial goals and needs. • Assists clients in gathering the information needed to prepare the financial plan. • Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. • Educates clients on solutions to the potential hidden risks that may disrupt their financial plan. • Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort. • Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment.
Education
Saginaw Valley State University
Bachelor's degree, Finance
2017 — 2021
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