Advisor profile


My approach

Anthony Beccone - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Anthony Beccone - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Investments
  • Retirement Planning Strategies
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA  Certified Public Accountant

Education

  • BS, Accounting and Business Administration, Lebanon Valley College, Annville, PA 2008
  • Masters in Business Administration, Lebanon Valley College, Annville, PA 2010

Interests

Outside of my duties with The Kohlmaier Group, I enjoy making memories with family and friends, traveling, and volunteering. I also enjoy watching baseball and football games, whether on TV or in person. I also enjoy spending time outdoors with my wife, Ashley, and my dog, Axel.

Community participation

Member of St. Margaret Mary Alacoque Church, Harrisburg

Previous experience

  • Fiscal Analyst II, PA Department of Revenue, Harrisburg, PA, 2010-2014