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Anthony LaFonte  

20 Linden Place - Red Bank, NJ 07701
The Finan Group is a leading wealth management team with over 40 years of combined experience based in Monmouth County, NJ.

Anthony LaFonte - 732-936-4030  

Associate Vice President | Financial Advisor | Family Wealth Advisor

My Expertise
With more than 12 years of experience as a wealth management professional, I have developed a comprehensive and disciplined approach that is focused on helping my clients align their finances with their most important values, while simplifying their financial lives. I listen carefully to my clients’ goals, values, and concerns, and develop and implement customized wealth management and financial planning strategies. My focus includes constructing and presenting detailed wealth analysis plans, as well as the implementation, monitoring, and rebalancing of custom tailored investment models. I also have extensive knowledge in the complexities of stock options and restricted securities.

Services
Financial Planning & Investment Advice

Years Experience
12+

Licenses
Series 7, 66

Insurance
Life and Health

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Questions & Answers
Q: What is your company best known for?
A: The Finan Group is a leading wealth management team with over 40 years of combined experience based in Monmouth County, NJ.

* All information in this profile, including licensing, has been provided by Anthony LaFonte. This information is not verified by ProMatcher.

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