Anthony M. Calabrese CFP®, PPC™, CPFA™️

Anthony M. Calabrese CFP®, PPC™, CPFA™️

Senior Vice President and Director of Income Planning

Anthony M. Calabrese, CFP®, PPC™, CPFA™️ has been a LPL Registered Representative since 2005 and has since had extensive experience within the Financial Services Industry. Prior to LPL Financial he spent three years at New England Financial, then a division of Met-Life Securities. Anthony currently holds the Series 6, 7, 24 and 63 registrations held through LPL Financial and throughout his career, he earned his CERTIFIED FINANCIAL PLANNER™, Professional Plan Consultant™ and Certified Fiduciary Plan Advisor designations after many very intensive educational curriculums.

The love for financial success and the passion for delivering financial advice started at a fairly young age for Anthony. Growing up in a family of educators, all of his relatives had the retirement certainty of a pension. This was where is all started and something he resonated with. 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. This was where he quickly gained his knowledge and experience that he continues to practice with today. After three years of work within this organization Mr. Calabrese joined LPL Financial, a national independent Broker/Dealer. This office has now become known as Beacon Wealth Management and has offices in Chester, Caldwell and Union. The team specializes in full comprehensive Investment Planning, where Anthony deals primarily with both corporate and individual retirement income planning and distribution of assets for individual’s in their prime earning years. Over time he has built a niche market in working with both athletes and entertainers in the music business. Anthony 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 risk vs. reward 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 help to pursue the many diverse needs of his clients. In his time out of the office, Anthony remains a very active individual and spents a vast amount of time traveling the country with his son and his baseball team. College Basketball has always been his passion. For 6 years he held the title Head Men’s Basketball coach at Berkeley College in Newark, NJ. He later found other opportunities at both Montclair State University and Kean University. After 6 more years within these institutions, it became time to focus on his kids and his family. None the less, the epitome that the athlete inside you never dies holds true. Anthony is married to his wife Katie and has 2 children, Anthony II and Karalina. During the winter months, you can find him in Lincroft, NJ, but throughout the summer, they spend their time at their beach house in Seaside Park NJ. Through various charitable and volunteer work programs such the Knights of Columbus Organization and The Leukemia and Lymphoma Society, Mr. Calabrese exhausts all the rest of his spare time giving back to the community, coaching his kids and volunteering to help those in need.