After graduating from Lehigh University with a degree in finance in 1999, Tony began his career on the trading floor of the New York Stock Exchange (NYSE).
From the internet bubble peak to the events of 9/11, the NYSE was an interesting place to see the effects unchecked emotions can have on investment performance. Tony went on to work with some of the top mutual funds and hedge funds as a stock trader for SunGard Institutional Brokerage.
During these years studying and working in finance, Tony read a lot about the growth and development taking place in China. With a growing desire to see and experience these changes first-hand, Tony and his wife moved to China in 2005.
A passion for investing and a desire to help people achieve their goals drew Tony to financial planning. He enjoys the dynamic elements of financial planning - where new products, changing tax laws, and changing life situations present ongoing challenges and opportunities. Tony is a Chartered Financial Analyst (CFA) and is also a Certified Financial Planner (CFP) in the United States.
In Shanghai, Tony briefly worked with one of the Independent Financial Adviser (IFA) companies. He quickly recognized the need for financial advice free of commission bias, and in 2008, began offering fee-only financial planning to expats in China.
Client Feedback
"I started to use Tony as my financial advisor once I finally decided to only work with "fee only financial advisors". Tony is a true practitioner of fee only financial advice model and has been active in promoting it over many years through his advisory work and publications. I have been very impressed by Tony's high level of integrity and the degree to which he is passionate about ensuring his position as a true independent advisor with no hidden commissions. His advice is clear and factual and leaves the client to decide if they follow through on this advice or not. I hired Tony to make an audit of my financial position and found his work very professional. Since then we have progressed to an ongoing advisory relationship. As far as my financial investment decisions are concerned the fee I pay to Tony has by far been my best financial investment so far. I recommend him highly." - from LinkedIn.com
"I selected Tony as my financial advisor because he holds the prestigious CFA designation and is well-versed in the unique financial challenges faced by expats (particularly US expats). After working with him for the last few months, I can unequivocally state that hiring Tony was one of the best decisions I’ve made. He pointed out areas of my financial affairs that I had missed. Tony looks at the big financial picture and offers a very personal and detailed analysis that is well-worth his fee." - from LinkedIn.com
"No cold calls, no promises of extraordinary gains, just solid financial advice; a welcome change for Shanghai. Tony was able to review my current position, reinforce some financial habits and dissuade others. Tony developed a comprehensive plan to fill in my gaps along with a sturdy savings plan and budget that suited my needs and goals. It’s been very easy working with Tony and I’m very pleased with his work." - from CityWeekend.com.cn
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