Don D'Anzieri CFP®
Don D’Anzieri joined Allied Wealth Partners in November 2021 following a 25-year career in the financial services industry. Working out of the firm’s New York City office, Don is committed to helping his clients with all aspects of their financial well-being. He offers individuals, families and small business owners’ guidance on retirement solutions, investment management, estate planning, college funding and insurance protection strategies.
Drawn to the team-approach offered at Allied Wealth Partners, Don has at his disposal the knowledge and experience of over 100 financial professionals who he can consult with on an array of unique circumstances and situations that his clients may be experiencing.
After pursuing a bachelor’s degree in Accounting from Pace University, Don continued with his education, earning a master’s degree in Taxation from Long Island University. A finance veteran, he brings extensive experience from his tenure as a Vice President of Finance at Sumitomo Mitsui Banking Corporation and the Executive Director of Corporate Finance at Daiwa Capital Markets America Inc.
With his prior work experience and educational background, he is well equipped to offer his clients a holistic approach in all financial matters.
A resident of Matawan, NJ, Don is an avid runner and is a member of the Jersey Shore Running Club.