Mr. Anthony Calabrese, CFP®, PPC™ has been a LPL Registered Representative since 2004 and has since had extensive experience within the Financial Services Industry prior to then. Anthony currently holds the Series 6, 7, 24 and 63 registrations. Mr. Anthony Calabrese has also earned both his CERTIFIED FINANCIAL PLANNER™ and Professional Plan Consultant™ designations after a very intensive educational curriculum.
The love for financial success and the passion for delivering financial advice started at a fairly young age for Anthony. This all blossomed as he began his career as a Financial Advisor with New England Financial. At NEF of North Jersey, Anthony earned various sales and goal awards/accommodations in 2001 and 2002. He quickly built his client base, his relationships and most important of all, his knowledge and experience that he continues to practice with today. After four years of work within this organization Mr. Calabrese joined a boutique Advisory firm within LPL Financial, a national independent Broker/Dealer. The office in which Anthony previously practiced under Creative Planning Associates, LLC is now known as Beacon Wealth Management Group in Parsippany New Jersey. The team specializes in full comprehensive Investment Planning, where Mr. Calabrese deals primarily with Retirement Income Planning and distribution of assets for both corporation’s and individuals in their prime earning years. His niche market place purposely is working with Athletes and entertainers given his background. Mr. Calabrese is a Financial Economics graduate of Rutgers University in New Brunswick, NJ and a Certified Financial Planner course graduate of Fairleigh Dickinson University in Florham Park, NJ.
Anthony’s approach to Wealth Management is a three-fold philosophy. One: understanding the client’s risk tolerance and emotions toward risk. Two: investment objective and plans for growth vs. protection and three: the time horizon intended in order to develop a portfolio for the client’s accumulation, distribution, estate and retirement needs. Through the use of many various creative strategies, along with the use of innovative investment products through their Broker/Dealer LPL Financial, Mr. Calabrese can effectively meet the many diverse needs of his clients and remains highly respected and competitive within the industry. In his time out of the office, Mr. Calabrese holds a passion as the previous Head Men’s Basketball coach at Berkeley College, Newark, NJ. He spent 5 years with this title prior to resigning in search of other opportunities. The epitome that the athlete inside you never dies holds true. Through various charitable and volunteer work programs such the Knights of Columbus Organization and The Leukemia and Lymphoma Society, Mr. Calabrese exhausts all of his spare time giving back to the community.