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Our financial advice team


Anthony DeAngelo

Anthony DeAngelo

Financial Advisor

Franchise Owner
Lionheart Wealth Management
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Insurance

Education

  • Bachelor of Science in Finance, 2007, Wagner College, Staten Island, NY