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

Firm Expertise

A seasoned investment professional, Anthony:

  • Manages the company’s Investment Management division
  • Uses his deep knowledge of investments to customize financial solutions for clients
  • Helps clients achieve their life goals through carefully constructed investment plans

Related Experience

Since 1990, Anthony has honed his expertise through a variety of activities:

  • Worked as a Financial Advisor at CIGNA Individual Financial Services in Boston, MA
  • Worked as a Vice President and Branch Manager for New England Advisory Group in Warwick, RI and Newton, MA
  • Named one of the Hartford Business Journal’s “40 under Forty”
  • Authored articles for the Boston Business Journal and Providence Business Journal on various investment topics
  • Hosted WPRO Money PRO talk show in Providence, RI
  • Past president, member; Financial Planning Association (FPA) of Connecticut Valley
  • Past president, member; Hartford Association of Insurance and Financial Advisors (HAIFA)
  • Member; Estate and Business Planning Council of Hartford, Connecticut (E&BPC)

Personal Interests

Anthony is an active member of his community and an avid tri-athlete.