My practice offers advanced strategies for:

• Family Financial Planning & Estate Planning
• Business Planning & Executive Benefits  
• Life Insurance
• Investment Management  
• Personal Risk Management
  

My focus is on thoroughness, which includes accessing tax-advantaged & cost saving strategies.  My clients tend to be sophisticated -- senior executives, professionals, engineers, real estate investors, and business owners.  My fee-based comprehensive financial planning services can analyze and coordinate most aspects of your financial life.  I can also just provide tactical assistance for meeting your specific investment & insurance needs if you desire. 

You will find that I am driven to excellence, am exceptionally attentive to details, and can manage the entire process for you -- on an ongoing basis.  I provide ample attention exploring your real needs, goals, and family situation and can coordinate with your accountant, attorney, and other professionals to get things right.  Caring, complete service is my hallmark.

My practice is a part of the Shuster Financial Group LLC.  Founded in 1956, we have 15 professionals in Irvine & Pasadena and a well-earned reputation in the community.  My practice is backed by the strength & resources of our broker-dealer, AXA Advisors LLC, a part of the Global AXA Group.  You may also take confidence in my over 20 years of financial experience & education:

MBA - Columbia Business School.  Finance & Real Estate - Beta Gamma Sigma honors (top 10%)

BS - Columbia University.  Engineering - Tau Beta Pi honors (top 10%).

CLU - American College.  The 'Chartered Life Underwriter' is a professional graduate degree in financial planning & life insurance.

Citibank - Vice President - Up through 1995, served high net worth clients and real estate developers. Financed over $2 Billion of debt & equity investments and worked-out over $600 Million of distressed investments.

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.