Anthony Ferraiolo, CFP®
Equity Comp & Retirement Financial Planner
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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.
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