Anthony M. Bonanno, CFP®, RHU, REBC
Bachelor of Science in Finance, University of Scranton
Professional Affiliations :
Premier Resource Group (PRG)
Anthony Bonanno joined Allied Wealth Partners in 1999 after attaining his Bachelor of Science in Finance from the University of Scranton. Anthony holds the professional designation of Certified Financial Planner™, (CFP®), Registered Health Underwriter (RHU), and Registered Employee Benefits Consultant (REBC). He is also a member of Premier Resource Group (PRG), an organization that is comprised of accomplished financial services professionals within Securian Financial Services who leverage their expertise and experience to bring innovative ideas to benefit their clients.
Anthony has built a strong reputation amongst individuals for developing strategies that support the accumulation, protection, distribution and transfer of wealth. He also specializes in offering financial services to families with special needs children. In addition, he is Co-Founder and Partner of Benefits Source, LLC, an employee and executive benefits provider servicing small and middle market businesses ranging from 10 - 1,000 employees. Since 2013, Anthony has been teaching comprehensive retirement education courses taught exclusively by pre-qualified Investment Advisors who offer their prospective clients a fiduciary level of service. Anthony has taught at universities and educational venues throughout New York and New Jersey including Caldwell University, Union County College, Suffolk County Community College, and West Morris Central High School. These financial workshops provide education for pre-retirees on issues they will encounter before, during, and after retirement commences and strategies to manage these risks.
Anthony is an active member on the P.G. Chambers School Board of Trustees; a school dedicated to helping children with disabilities reach their full potential. In addition, Anthony is a committed volunteer for the Catastrophic Illness in Children Relief Fund of New Jersey. This organization assists families that incur significant financial loss in caring for their special needs child.
Anthony prides himself in being a dedicated family man and resides in West Caldwell with his lovely wife Michele, their two sons and daughter.
Founded in 1966, Allied Wealth Partners prides itself on being an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Financial Planning, Executive Compensation, Business Succession and Estate Planning. Allied Wealth Partners is dedicated to providing quality resources and excellent client service.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. Anthony Bonanno is a registered representative and investment advisor representative of Securian Financial Services, Inc.