Anthony Saffer
CEO / Financial Advisor
CFP®, CKA®
Advantage belongs to the diligent, not the hasty.
I enjoy helping clients achieve their goals and make an impact with their wealth.
I knew I wanted to work in the financial world once I had a taste of investing and working toward personal goals at a young age. Since 1999, I have focused my career on simplifying complex matters through the financial planning process. I teamed up with Audrey Coleman in 2006 and then with One Degree Advisors in 2014.
I currently hold a Business Economics degree from the University of San Diego and I am a CERTIFIED FINANCIAL PLANNER™. I am also the author of Principled Prosperity where I write columns providing clear advice in a complicated financial world.
When outside of the office you can find me on a soccer field coaching my daughter or watching my boys.
Bucket List: Traveling to Israel with my wife, Robin.
More Photos:
January 6, 2023
Am I doing it right? Money Management in an Uncertain World
Going into 2023, many people are asking this same question, "Am I doing it right?" That is, are they managing their money right? Because like parenting, you…
September 28, 2022
Bear Market: Are You Losing All Your Gains?
Bear markets in stocks may make you feel like you are losing all their gains. It may feel like you cannot get ahead, so why bother?
January 28, 2022
Caution: Your expectations of stock market returns may be unrealistic
Expected stock returns and outcomes are constantly compared. Unrealistic and unmet expectations often lead to negative responses and consequences.
October 26, 2021
How to Retire Without a Mortgage After Refinancing
How to retire without a mortgage: Multiple mortgage refinances have left many retirees with an extended house payment they would rather not have.