Anthony Desjardins, CRPC®

Anthony Desjardins, CRPC®

Founder/Wealth Advisor

Anthony Desjardins is a graduate of the University of Central Florida's College of Business where he received his Bachelor of Science in Business Administration as a Finance major. Anthony has also completed the Chartered Retirement Planning Counselor educational and ethical requirements. As a wealth advisor, his primary duties consist of partnering with clients to develop a comprehensive financial plan that meets their financial goals and investment objectives. Although Anthony enjoys all aspects of the retirement planning process, his favorite topics include income planning, tax management, and investment management.

Anthony was born and raised in Florida and has lived most his life in Ocala. During the summer months, Anthony enjoys traveling to Maine to visit family and friends. Outside of work, Anthony enjoys volunteering his spare time to various non-profit organizations within the community. Conway Cares, a non-profit organization dedicated to providing under privileged children with nonperishable pre-packaged meals, is one of the many organizations he supports.

 

DEGREES AND LICENSES:
•Bachelor's Degree in Finance - University of Central Florida
•Chartered Retirement Planning Counselor
•Series 7 General Securities Representative license
•Series 66 Investment Adviser Representative
•2-15 Insurance license (Life, Health, Long Term Care, Annuities)

 

Phone (352) 444-1400
Fax 352-444-7214