On today's episode, Seth speaks to Anthony Trupiano , CEO/Founder of Trupiano Associates, about how they build strategies to help those in or near retirement manage their income and boost their financial confidence.
Anthony’s motivation for his now 30+ year career in the financial industry began at age 16, when his father passed suddenly of heart failure at age 45. His family’s lives were turned upside down after learning his father did not have life insurance or financial planning in place. Anthony’s mother was forced to sell their home and move over an hour away for a job. Anthony and his twin brother then stepped up to help support the family, entering the working world at the young age of 16.
Anthony’s teenage hardships fueled a passion for helping as many families as possible to properly plan their finances. Today, he is a Certified Family Business Specialist (CFBS), an Investment Advisor Representative (IAR), as well as an Independent Fiduciary. Anthony has written two books, “INSURANCE LIES” and “SAFE MONEY.”
Anthony holds a Series 65 securities license (Fiduciary), providing advisory services nationwide, as well as a Life & Health insurance license in Florida, New Jersey, Pennsylvania, New York, North Carolina, South Carolina and Arizona. He also earned a Bachelor of Science degree in Business Management & Marketing.
Anthony and his wife, Sally, have been married since 1991. They have two daughters, Jessica and Brianna, and three grandchildren, Ryan, Audrey and Mason.
More of Trupiano Associates here,
trupianoassociates.com
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