Tony Frezza Pharm D

Founder and Principle @Ati Professional Services

Orlando, FL, US
EMAILS
t•••@atipro.com
MOBILE NUMBERS
+14•••••••84

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WORK HISTORY

Jan 2018 — Present

Founder and Principle @Ati Professional Services

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Orlando, FL, US

ATI Professional Services is an independent full-service wealth management firm offering a complete range of tax, financial planning and business solutions.Our mission is to assist you in making wise decisions on the complex financial options available in today’s economic environment with objectivity and integrity.

SKILLS

InsuranceLong-Term CareProgram ManagementDisability InsuranceLife InsuranceFinanceSeries 7401kPortfolio ManagementMergersBusiness ServicesAlternative InvestmentsTechnical AnalysisInvestmentsHealth InsuranceWealth ManagementEquitiesAsset AllocationMutual FundsBusinessRisk ManagementFixed AnnuitiesMergers & AcquisitionsSmall BusinessDue DiligenceMortgage LendingFinancial ServicesAsset ManagmentExecutive ManagementInvestment AdvisoryBusiness PlanningManagementFinancial AnalysisRetirement PlanningFinraWealthAsset ManagementVenture CapitalSecuritiesEstate Planning

ABOUT TONY FREZZA PHARM D

As a graduate of the University of Florida College of Pharmacy in 1989, Tony spent the first part of his professional career working as an institutional pharmacist in the Orlando area. In 1995 he entered the financial service industry not with the intent of changing careers but in search of objective financial answers and solutions to benefit his family. The quest led to a career change and the establishment of Frezza Tax & Financial Services. Tony has extensive experience in developing innovative and efficient solutions to achieve the desired goals of his clients and their businesses. His professional focus is on taxation, financial planning, and small business concerns. He has served as a financial officer for multiple organizations, an adjunct collegiate program facilitator, and board member for both U.S. and international companies.His licensure and certifications include Certified Financial Planner®, Enrolled Agent (insert link here to EA page) with the Internal Revenue Service, “Fellow” of the National Tax Practice institute, a licensed registered pharmacist with the State of Florida, and a Series 65 with FINRA (Financial Industry Regulatory Authority).

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