Anthony Syracuse (CFP®)

Anthony Syracuse focuses in the
following client markets or areas of practice:

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Millennials

Planning Specialties

Millennials, tech employees, high earners not rich yet (HENRYs) , and dual income couples starting families.

Additional Information

Hi, I’m Anthony. A dad and a CERTIFIED FINANCIAL PLANNER™. I worked for the wealthiest families at Northern Trust in Chicago and Los Angeles and at a high-profile family office in Beverly Hills, CA for almost a decade. I left traditional wealth management to start Dynamic FP for high-earning millennials. I also wanted to spend more time with my wife and care for my newborn daughter at home. Trying to get organized, planning to buy a house, and starting a family, all while managing your career is stressful and feels overwhelming. I help you make the right financial decisions with confidence and avoid costly mistakes along the way. If you want to achieve financial flexibility, financial independence, and eventually financial freedom… It starts early on by planning together. We find opportunities to reduce your annual tax bill, optimize your investments or equity comp, and protect your assets. It’s all part of the process that you commit to on your path to building generational wealth. Spend your time enjoying life and connecting with the people most important to you. Not stressing about big financial decisions and wondering if you are keeping up. Schedule a quick chat with me to learn more today.