Anthony Farella (CFP®)
Anthony Farella focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Rockbridge Investment Management, LLC. is an independent fee-only investment management firm. Please visit our website www.rockbridgeinvest.com to learn more about our investment philosophy and how we work for our clients.Additional Information
Tony’s passion is working with and educating clients on establishing goals, determining risk tolerance and implementing sound investment strategies.
He earned a Bachelor of Arts degree in Economics from Syracuse University and has obtained his Certified Financial Planner(TM) designation.
NAPFA Start Date
June 06, 2008