Anthony Ferraiolo, CFP®
Equity Comp & Retirement Financial Planner
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
AdvicePeriod
Anthony Ferraiolo, CFP®
New York, NY
Serving Clients Nationwide
Equity Comp & Retirement Financial Planner
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- CFP Board
Primary Location
New York, NY
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
The goal of the first meeting is to see if we are a good fit for each other and to provide you with immediate value. If we mutually agree it’s a good fit, we’ll have another call where we will provide you with a free investment, tax, and retirement review. Ultimately, we want you to be happy you met us and leave you better off than before we met. If this interests you, click the “Book Intro Call” button above.Offers Investment Management
Yes
About our Firm
At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our advisors prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow, and keep more of their wealth over time.By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come.
This is how wealth management is going to evolve.
We built our firm to achieve three simple objectives.
✅ We want you to meet your financial objectives. Our firm is grounded in robust planning. It’s what allows us to deliver advice that makes a difference now and in the long run.
✅ We want you to sleep well at night. No more worrying. Our data-driven process is designed to help ensure sure you keep more of what you’ve earned, and we offer access and transparency whenever you want it.
✅ We want you to be happy you found us. To ensure you’re happy we’re part of your life, we’ll keep you “in the know” with our service. We can’t control the markets, but we can control the experience.
Isn’t it time you got the advice you’ve always wanted?
AdvicePeriod is another business name and brand utilized by Mariner Platform Solutions, LLC, a SEC registered investment adviser. Registration of an investment advisor does not imply a certain level of skill or training. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest.
Education
William Paterson University of New Jersey, Bachelor's Degree, Financial Planning and Services
Badges
Hobbies and Interests
- Cooking
- Football
- Grilling
- Reading
- Soccer
- Sports
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Engineers
- Gen X
- Gen Y / Millennials
- Living in Retirement
- Sales Professionals
- Technology Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Get to Know Certified Financial Planners & Find a CFP
What is Sudden Wealth Syndrome? These Financial Advisors Know and Can Help
Should You Hire a Retirement Financial Advisor?
Financial Planning for Technology Professionals
Find Your Purpose in Life After Retirement and the Financial Advisors for Retirees who Can Help
Looking for a Financial Advisor in New York City, New York?