Anthony Aulffo, CFP®

A Clear Direction for Your Retirement

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Cardinal Wealth Group Anthony Aulffo, CFP®
Cherry Hill, New Jersey

Serving Clients Nationwide

A Clear Direction for Your Retirement

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Taxes

About Me

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™ Professional

Primary Location

08034

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • 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 our Firm

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

✅ Estate Planning

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

Badges

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Couples
  • Gen X
  • Living in Retirement
  • Parents
  • Young Families

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