Tony Cassar CFP®, CLU, TEP

Executive Financial Consultant

Since 1995, I have committed myself to building a successful financial planning practice based on great service and sound advice. Over that time, I have always followed through on promises made and tried to be proactive to clients' needs. I also committed to being a student of financial planning through ongoing education.

Today, I have built a successful practice where the majority of client relationships have lasted well over 20 years. I have achieved the hallmark designations within the planning industry including CERTIFIED FINANCIAL PLANNER® in 1998, Chartered Life Underwriter in 2008, and Trust and Estate Practitioner in 2022.

I am proud to be part of a Private Wealth Management team that possesses an unmatched combination of experience and qualifications and provides our clientele with a comprehensive team approach to their retirement planning and wealth management needs. We specialize in working with business owners and individuals who are serious about their financial success and retirement planning with a focus on tax and estate planning.

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