Anthony M. Bonanno, CFP®, CPFA

Education:

• Bachelor of Science in Finance, University of Scranton

Anthony Bonanno joined Allied Wealth Partners in 1999 after earning a Bachelor of Science in Finance from the University of Scranton. He holds professional designations as a Certified Financial Planner™ (CFP®) and Certified Plan Fiduciary Advisor (CPFA). Additionally, Anthony is the Co-Founder and Partner of Benefits Source, LLC, a provider of employee and executive benefits for small to mid-market businesses.

With extensive experience in wealth management, Anthony has earned a strong reputation for developing strategies that help individuals accumulate, protect, and responsibly distribute assets throughout retirement. His approach to segmenting retirement assets is designed to reduce income volatility and enhance financial stability during retirement years.

A passionate educator, Anthony has been teaching comprehensive retirement education courses since 2013 at universities and educational venues across New York and New Jersey. His workshops, designed for pre-retirees, focus on the critical issues and strategies for managing risks before, during, and after retirement. Since 2019, he has also presented financial wellness classes to employees at two Fortune 500 companies.

Beyond his professional accomplishments, Anthony is deeply committed to giving back to the community. He has served on the Finance Committee and Board of Trustees at Gateway Academy Charter School in Newark, NJ, where he helped support K-12 students in the local community. Additionally, he previously held the roles of Vice President and Treasurer at PG Chambers School in Cedar Knolls, NJ—an organization dedicated to empowering children with disabilities, ages 3-14, to achieve their full potential.