About Me

Anthony Serrano, CFP®

I’m an independent Registered Investment Advisor Representative and a Certified Financial Planner™. As a fiduciary advisor, I offer unbiased advice to help retirees and pre-retirees make confident decisions in retirement. The purpose of this site is to give you the information you need in order to make informed decisions. I plan to post regular content aimed at answering the questions I come across in my interactions with clients.

California Insurance License #0K47895.

Connect With Me

2 Park Plaza
Irvine, CA 92614