AXA Advisors, LLC

ANTHONY A. AGONI, MBA, CLU
Sophisticated Wealth Management

 


My practice offers advanced strategies for:

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

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.
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