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Tony Petsis

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Tony Petsis

Representative | Osaic

Pennsylvania, Newtown Township, United States

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Tony Petsis

Summary

Tony Petsis is a highly experienced financial planner and the founder of Anthony Petsis & Associates, Inc., located in Pennsylvania. With over 39 years in the industry, he specializes in retirement, investment, and estate planning, focusing on helping individuals, executives, and business owners achieve their financial goals. His firm is known for its personalized approach to financial services, aiming to empower clients with the knowledge and strategies needed for effective financial planning. Tony is also a keynote speaker, sharing his expertise at national conferences and contributing to the development of client-centric financial practices. He holds prestigious designations such as Chartered Financial Consultant and Chartered Life Underwriter, underscoring his commitment to professional excellence in financial advisory services. His innovative strategies and dedication to client success have positioned him as a leader in the financial advisory landscape.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Tony Petsis

Work Experience

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Founder and President of Anthony Petsis & Associates | Financial, Retirement & Estate Planner at

Osaic

November 2018 - Present

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Tony Petsis

Education

Lycoming College, Bachelor of Arts (B.A.), Communications

January 1976 - January 1980

American College, ChFC, Financial Planning

January 1985 - January 1989

American College, CLU, Estate Planning

January 1985 - January 1989

Frequently Asked Questions about Tony Petsis

What is Tony Petsis email address?

Tony Petsis's primary email address is ***********@osaic.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Tony Petsis work for?

Tony Petsis is a Representative at Osaic.

Where Tony Petsis graduated from?

Tony Petsis holds a degree in null from Lycoming College.

How can I directly contact Tony Petsis?

To contact Tony Petsis directly, you can use the email address ***********@osaic.com. Complete contact information is available upon registration with Muraena.

Who is Tony Petsis?

Tony Petsis is a highly experienced financial planner and the founder of Anthony Petsis & Associates, Inc., located in Pennsylvania. With over 39 years in the industry, he specializes in retirement, investment, and estate planning, focusing on helping individuals, executives, and business owners achieve their financial goals. His firm is known for its personalized approach to financial services, aiming to empower clients with the knowledge and strategies needed for effective financial planning. Tony is also a keynote speaker, sharing his expertise at national conferences and contributing to the development of client-centric financial practices. He holds prestigious designations such as Chartered Financial Consultant and Chartered Life Underwriter, underscoring his commitment to professional excellence in financial advisory services. His innovative strategies and dedication to client success have positioned him as a leader in the financial advisory landscape.

Tony`s contact details

mail

***********@osaic.com

****@apetsis.com

Colleagues

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Christy Grow

Medical Technologist

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Steve Wastek

Director & Senior Counsel

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Heather Hawthorne

Managing Director

John Chitwood

Senior Equity Trader

John Clayton

Registered Rep

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Joseph Leigner

Investment Advisor at WMA Securities

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Jay Stainsby

Senior Vice President - Sales

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