Anthony Agoni has 30 years of financial advisory experience and a deep financial education, and serves our most sophisticated clientele.  He provides comprehensive financial & estate planning for discerning families, with special focus on tax sheltering investment strategies and risk management.  He typically coordinates all the financial affairs of his clients, even items held elsewhere.  You will find he truly cares and is devoted to excellence.

Mr. Agoni typically provides analysis & advice on a fee basis, even where no “assets under management” are involved, making him a true "Advisor" and available for objective second opinions.  Impeccable credentials back this advice:


Columbia Business School     MBA degree (Finance) -- Top 10% of class
Columbia University BS degree (Civil Engineering) – Top 10% of class
American College ChFC degree (Financial & Estate Planning)
American College CLU degree (Life Insurance Planning & Law)

University of Pennsylvania 
The Wharton School

Retirement Planning Specialist -- Designation
Harvard University  Investment Management -- three Certificates


In addition to his 15 years with AXA, Anthony was a Vice President of Citibank who financed major real estate projects and worked-out distressed debt worldwide, was the CEO of (a dotcom in the Legal Ethics space), was a New York City field construction manager for subway projects and historic buildings, and owned a piano-moving company in Harlem for five years.

Anthony is an active volunteer.  He is Treasurer of the Orange County Estate Planning Council.  A long-time leader of many Columbia Alumni clubs & programs, he was awarded the prestigious Alumni Medal by Columbia University's Board of Trustees in 2017.  He's a sworn emergency responder on his county's Large Animal Rescue Team, which saves horses & cattle during wildfires and floods.  Anthony is also an equestrian in the Dressage discipline.


CA Insurance License #0D67222