Anthony Vaccaro, CFP®, CFA®, Enrolled Agent, CDFA®
Wealth Management Advisor
Anthony strives to add value to the client - advisor relationship in four key areas; investment management, client service, tax preparation and financial planning. Anthony began his career in the wealth management industry in 2001 after graduating from the University of Dayton with a degree in finance. He attained a breadth of experience from managing the operations of large multi-national firms with branches in Syracuse and Rochester, to being a portfolio manager for a local boutique firm. He continues to pursue significant professional advancement, attaining his Certified Financial Planner (CFP®) certification in 2022, becoming a Chartered Financial Analyst (CFA®) charter holder in 2014, an Enrolled Agent with the IRS in 2018 and a Certified Divorce Financial AnalystTM in 2020. He currently holds Series 7 and 66 licenses and is registered in the states of New York and Florida. A Rochester native, Anthony now resides with his wife and two sons in Ontario, New York.
Tony's favorite band is Phish and his favorite movie is The Last Dragon. His favorite quote is "no matter where you go, there you are" from the cult classic sci-fi movie, The Adventures of Buckaroo Banzai. Tony is very good at impressions and he once had a job as the Chuck E. Cheese mascot.