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R. Anthony DiRegolo II, CFP®, CLU®

Can we retire? Should we rent or sell our home? These are just a couple of the questions we answer for our clients considering their retirement options.

We believe information is good, but information along with timely guidance is best. My role is to help my clients answer their financial questions and accomplish their goals by starting with a financial plan. 

Our planning process focuses on our clients goals and provides guidance to help make sure they are properly protected, appropriately invested, and growing with them as they progress toward their goals. 

If you are looking for guidance, let's connect to see if we can help answer your most important financial questions.

Anthony joined SGC financial in 2007, he also obtained his Certified Financial Planner designation along with his Chartered Life Underwriter designation. 

Anthony was raised in Fair Oaks, CA. Anthony is an avid college basketball and hockey fan. He also enjoys camping and fly fishing in the Sierra Nevada’s. Anthony lives in Belmont with his wife Jennifer and daughter Aurora.

Anthony is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. CA Insurance License #0F66862

 SGC is independently owned and operated Securian Financial Services, Inc.Securities Dealer Member  FINRA/SIPCA Registered Investment Advisor

 

 

 

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