Anthony Ferraiolo, CFP®, is a Partner Advisor with AdvicePeriod. Anthony serves families in the tech community with complex equity compensation (ISO, RSU, NSO, ESPP) and retirees who want to enhance their overall balance sheet. His specialty is making difficult subjects understandable using stories and illustrations.
Anthony’s practice focuses heavily on implementing tax management strategies and creating alignment between investors’ values and their hard-earned nest egg.
Before becoming a Partner Advisor at AdvicePeriod, Anthony spent the previous five years collaborating with advisors across the nation to support the tax, estate, and financial planning initiatives of a diverse clientele, ranging from CEOs of publicly traded companies to the millionaire next door.
Anthony obtained a Bachelor of Science in Financial Planning from William Paterson University in New Jersey, one of the first institutions in the nation to offer this program. He became a CERTIFIED FINANCIAL PLANNER™ after completing the certification’s rigorous education and testing process.
Outside the office, Anthony is well known for his love of Italian cuisine. He spends his free time experimenting with new recipes, reading financial planning articles, and exploring nearby coffee shops in New Jersey.