Skip to main content

Our financial advice team


Anthony Leopizzi, Private Wealth Advisor serving the Naples, FL area - Ameriprise Advisors

Anthony Leopizzi

CFP®, CLU®, ChFC®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
VERITA WEALTH ADVISORY GROUP

An Ameriprise Private Wealth Advisor

34
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Small Business
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CIMA® Certified Investment Management Analyst®

Education

  • BS, Finance, New York Institute of Technology, NY, NY

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022 - 2024
  • Five Star Wealth Manager, 2016-2017, 2019
  • Ameriprise Circle of Success, 2003-2023
  • Ameriprise Hall of Fame, 2014
  • Ameriprise Diamond Ring Club, 2003-2004

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Interests

  • Spending time with my wife and two daughters
  • Knights on Bikes
  • Riding my Sea Doo and Harley
  • CTA Tennis League Member
  • Martial Arts/Muay Thai - Participate and Teach
  • Wine Enthusiast - Collector
  • Volunteering and Supporting Local Community and Charity Events