Anthony Prieto
Entrepreneur, Leader, Husband, Dad, Coach and Fan
- Role
- Principal and CFO at synergy.
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Anthony Prieto
COMPREHENSIVE SOLUTIONS Synergy allows trial lawyers to focus on what they do best by…
Experience
Principal and CFO
Jul 2008 — Present · US
Synergy allows trial lawyers to focus on what they do best by handling the difficult issues at settlement such as lien resolution, Medicare compliance, public benefit preservation, settlement planning techniques and tax deferral mechanisms for contingent legal fees. Take full advantage of all that we have to offer.
Education
Florida State University
Bachelors of Science and Certificate in Financial Planning
1991 — 1996
Skills
- Fixed Annuities
- Product Liability
- Disability Insurance
- Insurance
- Liability
- Special Needs Trusts
- Cost Segregation
- Medicare
- Medical Malpractice
- Trust Services
- 401k
- Employee Benefits
- Secondary Market
- Strategic Financial Planning
- Medicaid
- Retirement Planning
- Wealth Management
- Long-Term Care
- Liens
- Retirement
- Iras
- Structured Settlements
- Trusts
- Public Benefits
- Financial Planners
- Self Directed Ira
- Investments
- Qualified Domestic Relations Orders
- Asset Management
- Life Insurance
- Financial Goals
- Estate Planning
- Investment Management
- 403 B
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