With 30 years of industry experience, Anthony found that the affluent market was being underserved. He believed there was a better way to provide more organized and predictable outcomes for his clients. This led him to the formation of Gio Financial, a firm structured around solving problems, not simply offering products as solutions.
Anthony enjoys working closely with high income earners, affluent families and business owners who want to protect what they have worked so hard for and preserve their legacy for future generations. He believes that financial planning is not a ‘set it and forget it’ type of business, and embraces an entrepreneurial viewpoint of financial planning being an on-going process to see what is working and what is not working – similar to running a business. In addition, wealth managers, family offices, CPA firms and attorneys often bring Anthony in as a specialist to work with their clients and provide integrated advice and expertise for the team.
In his personal life, Anthony is a current member of the Columbus Citizens Foundation, a non-profit Italian-American organization built around preserving heritage and providing opportunities for advancement to Italian American students. He serves on their Board of Directors and, has helped the organization offer scholarships annually to hundreds of students from grammar school through college. Anthony also serves on the Board of Directors to a humane animal rescue organization called Bobbi & the Strays.