Anthony Isola

Anthony Isola

CFP®

Anthony is a Financial Advisor who helps clients build, manage, and preserve wealth.

  • About Anthony
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Financial Advisor at Ritholtz Wealth Management
Address
8 North Rd.
Stony Brook NY, 11790
Phone
(631) 675-1420
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About Anthony

We strive to make the world a better place through a conflict free investment process and providing financial education.

I joined Ritholtz Wealth Management in 2015 to head their 403(b) division. We are trying to bring sanity to an undeserved and abused market.

Education

  • B.A., Economics, Boston University
  • M.S., Secondary Education, Hofstra University

Certifications

Registrations
Designations
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Tips from Anthony

Typical Clients & Fee Structure

Typical Clients

Business Owners
Educators
Executives

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.

Disclaimer

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