ANTHONY A. AGONI, MBA, CLU Mr. Agoni has nearly 25 years of experience providing financial services. His practice focuses on comprehensive financial & estate planning strategies, investment management, life insurance, and tax-advantaged business strategies. As a financial & estate strategist with Burnham Gibson, Anthony brings a depth of financial education and experience to our most sophisticated clients.
Anthony’s practice focuses on thoroughness. He offers advanced planning services to analyze and coordinate your family's entire financial life. He provides ample attention exploring your real needs, goals, and family situation to get things right. You will find that he is driven to excellence, is exceptionally attentive to details, and truly cares.
Anthony has strong past experience serving high net worth clients. As a vice president at Citibank, he helped finance over $2 billion of debt and equity investments and resolved over $600 million of distressed real estate. Prior to Citibank, he worked as an associate at Chase Manhattan Bank bringing new investment products to market. He has also managed a small venture capital group and spent a year doing volunteer work for an organization providing eye surgery camps in impoverished countries.
Anthony received both his master’s degree in business administration and his bachelor of science degree in civil engineering from Columbia University, both with top 10% honors. He is also a Chartered Life Underwriter (from the American College) and continues to study and do research in the financial field on an ongoing basis.
As a key part of the Burnham Gibson Financial Group, Inc., Anthony’s practice is backed by the strength & resources of our broker-dealer, AXA Advisors LLC, a part of the Global AXA Group, which is one of the largest financial service companies in the world.
There you will find more information about our firm and its professionals.
Anthony A. Agoni, Burnham Gibson Financial Group, Inc., and AXA Advisors, LLC & its affiliates do not provide legal or tax advice. Please consult your legal and/or tax advisors regarding your particular circumstances.
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California Insurance License #: 0D67222
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
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