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Our financial advice team


Anthony S Zambri

Anthony S Zambri

CFP®, CLU®, ChFC®, APMA®

Private Wealth Advisor

Managing Director
Zambri Financial Solutions
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 19 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance

Interests

  • Golf
  • Coaching youth baseball
  • Spending time with family
  • Cooking
  • Helping others
  • Active in St.Frances Cabrini Church-Ministries in Pre-Cana and Religious Education

Awards & recognition

  • Ameriprise Circle of Success, 2016 - 2019

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®

Education

  • BS, Finance & Marketing, Cornell University, Ithaca, NY 1988
Newsletter

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Community participation

  • Longwood Youth Sports
  • Marriage Ministry, Religious Education, Parish Trustee at St. Francis Cabrini Parish, Coram, NY