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:
The Deceitfulness of Wealth
Wealth is a resource that can be used for good, but it can come and go. Discover your purpose and what eternally matters….
Mortgage-Free in Retirement?
Let’s evaluate five factors that play into your decision to either pay off your mortgage or maintain it.
Pursuing a Retirement that Works
What if we redefine our objectives and trade the chronological path for an integrated life of learning, productivity and fulfillment?
Don’t Forget to Save for College
In this column, I want to focus on the benefits and restrictions of investing into education-specific plans such as 529 College Savings Plans.