Anthony T. Pace, CFP, CLU, ChFC
Managing Principal
Office Phone: (561) 323-2260
Fax: (860)761-9791

Anthony runs the company’s Investment Management division, and uses his deep knowledge of investments to customize financial solutions for clients so they can achieve their life goals through carefully constructed investment and financial plans.

Since 1990, Anthony has honed his expertise first as a Financial Advisor at CIGNA Individual Financial Services in Boston, MA. He moved to Hartford in 1995 to be a partner at Business Planning Associates before joining Lindberg & Ripple in 2003. He became a Principal in 2007 and moved to Florida in 2015 to expand the firm’s footprint.

Anthony has authored articles for the Boston Business Journal and Providence Business Journal on various investment topics, hosted WPRO Money PRO talk show in Providence, RI, and was named one of the Hartford Business Journal’s “40 under Forty.”

He is on the Board of Directors for The Entrepreneurs Organization of South Florida, the Investment Committee of the YWCA of Connecticut, the Programs Committee of the Palm Beach Estate Planning Council and a member of the Palm Beach Tax Institute. He is past president of both the the Financial Planning Association of Connecticut Valley, and Hartford Association of Insurance and Financial Advisors.

Anthony has served on the WSAC and its predecessor, the M Holdings Securities Advisory Committee.