About Tony Noto

Tony originally grew up in New Jersey. After graduating from Lehigh University with a degree in finance, he began his career on the trading floor of the New York Stock Exchange (NYSE).

Working at the NYSE from 1999 until the end of 2001, it was a great time and place to see the effects unchecked emotions can have on investment performance. He 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.

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