ANTHONY A. AGONI, MBA, CLU
My focus is on long term results, which includes reducing costs and accessing tax-advantaged strategies. My clients are sophisticated -- senior executives, real estate investors, professionals, and business owners. I can provide them with comprehensive, fee-based financial planning services which can integrate all the diverse aspects of their financial life. This can include complex financial modeling for comparison of alternative strategies. I also can provide just tactical assistance for selecting specific investment & insurance products, if desired. You will find that I strive for excellence, am extremely attentive to details, and can manage the entire process for you. I can work with your accountant, attorney, and other professionals to get things right. You will also find that I provide an extraordinary amount of attention exploring and defining your real needs, goals, and family situation -- the "important stuff." Backing my practice are the strength and resources of our premier firm, Shuster Financial Group LLC. Founded in 1956, we have 12 professionals in Irvine & Pasadena, over $800MM of assets under management, and a well-earned reputation in the community. My practice is also backed by our broker-dealer, AXA Advisors LLC (see "About AXA Advisors at left), a part of the Global AXA Group. You may also count on my 20 years of financial experience & education, including: M.B.A. - COLUMBIA BUSINESS SCHOOL. Finance & Real Estate - Beta Gamma Sigma honors (top 10%). B.S. - Columbia University - Civil Engineering - Tau Beta Pi honors (top 10%). President & Chairman of Columbia's Southern California alumni association. CHARTERED LIFE UNDERWRITER (C.L.U.) - AMERICAN COLLEGE. Professional graduate degree in financial planning with a focus on life insurance strategies. Former CITIBANK VICE PRESIDENT - served high net worth clients and real estate developers. Financed over $2 Billion of debt & equity investments, worked-out over $600 Million of distressed investments, and helped close the world's largest real estate deal in 1989 (TCEP II). Anthony Agoni, Shuster Financial Group LLC, and AXA Advisors LLC & its affilates do not provide legal or tax advice. Please consult your tax and/or legal advisors regarding your particular circumstances. |

