Education:
Providence College

Northwestern University

Licensing:
FINRA Series 7, 66
Life, Accident, and Health
 

Areas of Practice:
Portfolio Management
Financial Planning
Individual Consulting
Business Consulting
Medical Professionals
 

Affiliations:
 

 

Anthony Valentino
Financial Advisor

anthony.valentino@commonwealthfg.com
Tel: 843.884.4545
Fax: 843.884.4514

 

Anthony Valentino is a Financial Advisor for Commonwealth Financial Group, where he helps business owners, medical professionals, families and individuals identify and pursue their desired financial futures. Anthony is passionate about building relationships, fiscal education and helping his clients achieve financial longevity and security. Being a part of the Commonwealth team allows Anthony to offer objective advice and implementation of ideas by providing access to a myriad of competitive financial products and services. He assists his clients through:

  •         Comprehensive fee-based financial planning
  •         Financial Risk Management, Asset Protection and Liability Protection
  •         Business Continuity/Exit Strategies
  •         Benefits Analysis and Service
  •         Debt Management Strategies
  •         Wealth Accumulation Strategies
  •         Tax-Favored Investment Strategies*

Anthony received a bachelor’s degree from Providence College and a master’s degree from Northwestern University. Anthony is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. His financial industry background includes FINRA series 7 and 66 registrations, as well as life, accident and health insurance licenses.

Prior to joining Commonwealth, Anthony worked for two years in commercial credit at a community bank in Connecticut and four years as a financial journalist covering corporate growth and M&A for a readership that included investment banks and private equity firms. He also spent a year teaching English in northeastern China.

Anthony lives in Mount Pleasant with his wife Laura and their lovable mutt Penny. He enjoys spending free time with family and friends, traveling, reading, and playing sports, especially soccer, tennis and golf.

Commonwealth Financial Group is an independent financial services firm with a team vision to reshape the look of the traditional financial services firm and a mission to positively impact the lives of the individuals, families and business owners.

*Commonwealth does not provide specific tax or legal advice.  You should consult a tax or legal advisor regarding your individual tax situation.  DOFU 08-09-18 2203091