Anthony Trias, CFP®, CLU®, RICP®

Anthony Trias is a Bay Area native and CERTIFIED FINANCIAL PLANNER™ professional with over 12 years of experience in financial planning. With a passion for helping others and a keen eye for details, Anthony provides personalized life planning strategies to mid-to-high net worth families and business owners. He specializes in retirement planning, investment management, and tax and insurance strategies.

Anthony has completed several professional courses including The Retirement Income Certified Professional® at The American College and an Executive Certificate in Personal Financial Planning, Taxation, Investments, Insurance, Estate Planning, Retirement Planning & Ethics at University of California, Berkeley. He studied Strategic Management and Communications at California State University-Sacramento and holds multiple financial certifications.

Outside of work, Anthony enjoys spending time with his wife and children, going on local adventures, managing his fitness goals, and indulging in classic, muscle, or exotic cars.

CFP®, CERTIFIED FINANCIAL PLANNER™, retirement planning, investment management, tax strategies, insurance strategies, mid-to-high net worth families, business owners, The Retirement Income Certified Professional®, California State University-Sacramento, University of California, Berkeley, local adventures, fitness goals, classic cars, muscle cars, exotic cars.