Advantage belongs to the diligent, not the hasty.

As the Vice President and a Financial Advisor at One Degree Advisors, Anthony helps clients achieve their goals and make an impact with their wealth.

Anthony knew he wanted to work in the financial world once he had a taste of investing and working toward personal goals at a young age. Since 1999, Anthony has focused his career on simplifying complex matters through the financial planning process. He teamed with Audrey Coleman in 2006 and then the One Degree team in 2014.

Anthony holds a Business Economics degree from the University of San Diego and is a CERTIFIED FINANCIAL PLANNER™. He is also the author of Principled Prosperity where he writes columns providing clear advice in a complicated financial world.

When outside of the office find me on a soccer field coaching my daughter or watching my boys. On My Bucket List: Traveling to Israel with my wife, Robin.

3 Things to Know About Stock Compensation

3 Things to Know About Employee Stock Compensation

For those of you that are an employee working for a company that is offering stock compensation here are 3 things to know about your benefits.

Can you rollover a 401(k) to a Roth IRA?

Can you rollover a 401(k) to a Roth IRA?

Can you rollover a 401(k) to a Roth IRA? Understanding the rules and the character of your retirement money is important to make the best decision.

enjoy retirement

How much money do you need to retire?

How much money do you need to retire? Retirement can be the most significant financial transition of your life so your calculation has major implications.

Smart tax saving strategies

Smart Tax Saving Strategies: 4 Key Habits

Taxes might be the biggest expense you pay over your lifetime. Smart tax saving strategies can ensure you pay less taxes over your life. In this post, I am…