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Tony Petsis
Tony Petsis
Representative | Osaic
Pennsylvania, Newtown Township, United States
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.
Tony Petsis
Work Experience
Founder and President of Anthony Petsis & Associates | Financial, Retirement & Estate Planner at
Osaic
November 2018 - Present
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
***********@osaic.com
****@apetsis.com
Colleagues
Student
COO & CFO
Medical Technologist
Director & Senior Counsel
Advisor
Managing Director
Senior Equity Trader
Registered Rep
Investment Advisor at WMA Securities
Senior Vice President - Sales