Anthony Aulffo, CFP®
A Clear Direction for Your Retirement
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Serving Clients Nationwide
A Clear Direction for Your Retirement
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Anthony Aulffo, CFP®
Hi, I'm Anthony Aulffo. Since 2007, I have been providing financial advice and strategies to those nearing and in retirement. My approach goes beyond investment portfolio and financial plans to serve as a coach, helping our clients through life’s transitions to help them in both financial and non-financial decisions, working toward their ultimate life goals.I entered the financial services industry in investment management and financial planning in 2007 and became a CERTIFIED FINANCIAL PLANNER® professional in 2010.
My wife, Dana, and I live in New Jersey.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Affiliations
- The AGC
Primary Location
Two Greentree Centre, 9000 Lincoln Dr E # 302, Marlton, NJ 08053, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory meeting. During this initial phone call, we can get to know each other and discuss your financial life to determine if CWG is the right financial partner for you. I look forward to speaking with you.Offers Investment Management
Yes
About Cardinal Wealth Group
Cardinal Wealth Group (CWG) is dedicated to helping our clients find clarity in their retirement planning needs. We believe everyone deserves to do the best with what they have. Through our educational-based approach to financial planning, we will side step the often confusing landscape of financial information and meet you at your level of understanding. By catering to each client's level of understanding, we are able to provide the clarity needed, so you can take the action needed to secure your future.Our holistic approach to financial planning covers:
✅ Retirement Income Strategies & Cash Flow Analysis
✅ Income Tax Planning
✅ Portfolio Analysis
✅ Risk Management & Asset Protection
A plan is only as good as the action taken. Our wealth management service is an all-in-one planning, implementation, and management package we provide to make sure your best intentions are met. By partnering with CWG, we will deliver the energy and expertise needed because we care about where you end up.
Education
University of Delaware, Certificate in Financial Planning | Monmouth University, Bachelor of Applied Science (BASc), Business/Finance
Hobbies and Interests
- Cycling
- Eating Out
- Exercising
- Family
- Golf
- Hockey
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Couples
- Divorce
- Gen X
- Government Employees
- Individuals
- Living in Retirement
- Military
- Parents
- Widow
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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Cannot endorse Anthony Aulffo enough!!!
Fiscal Roadmap
MY FINANCIAL ROAD MAP
Anthony Aulffo feedback
Cardinal financial. Excellent financial advisor
Over the years he's proven good rate of return, great advice and excellent support
Premium Service
Cardinal Wealth Review and Anthony Aulffo
Cardinal Wealth Review - Anthony Aulffo
Cardinal Wealth Management and Anthony Aulffo
Sound financial advice
Cardinal Wealth Review
Anthony Aulffo -Our Financial Advisor
Anthony Aulffo your guide retirement and financial independence.
Very Helpful/Makes it Clear
Uncertain times
Very Professional, sharp and easy to work with...
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FAQs
FAQ Disclosures
Investment Advice offered through Wealthcare Advisory Partners LLC (“WCAP”), dba Cardinal Wealth Group. WCAP is a registered investment advisor with the U.S. Securities and Exchange Commission.