Broker Check
Anthony Martino, CRPC™, CLTC®, RICP®

Anthony Martino, CRPC™, CLTC®, RICP®

Financial Advisor, Partner

My Background:

- Business Experience 

  • 2015 to present, Financial Advisor
  • Ameriprise Financial Services Inc. Hauppauge, NY 

- Education 

  • 2015-2018 College for Financial Planning 

- Designations

  • CRPC
  • RICP
  • CLTC

- Professional Associations

  • International Business Organization

- Community Participation

Our practice sponsors a high school student and a university student in the Dominican Republic. We also support a wide array of local and national public charities focused on protecting youth and the environment. For the past 10 years, we have also participated as a team supporting local food pantries and other on-the-ground support services for the needy in our Annual Practice Day of Service, usually in November. I hope as our team grows we can expand to multiple days per year of service to others in need. 

 

My Approach:

- A Disciplined Approach

I work one on one with my clients to learn about their families and current financial situation. We discuss both short and long term goals and I use this information to create a comprehensive financial plan. I follow up with my clients throughout the year to address concerns, and make any necessary changes to ensure our strategy is aligned with their current goals.

- Areas of Focus

  • Financial Planning
  • Asset Management 
  • Retirement Income Strategies
  • Life/Disability Insurance 
  • Tax Saving Strategies
  • Children’s Educational Planning
  • Basic Estate Planning  

 

About Me:

I like being outdoors, hiking, kayaking, and camping. I have a passion for cooking and enjoy making special meals for family and friends. I enjoy playing golf, going to concerts, playing video games and building legos in my downtime.

I spent most of my childhood growing up in Smithtown.  In 2013 I purchased a home in Holbrook NY and am active in its community,  and in 2014 married my wife Lisa. We have a daughter named Victoria, 2 dogs and 2 cats. God father to niece Mya and uncle to 2 nephews Wesley and Wyatt