Anthony Raad has over six years experience in the financial services industry and over 15 years in the retail banking industry. His journey throughout the financial services industry led him to realize that there was a serious gap between advisors willingness to integrate new and cutting edge technology within their practice to enhance the client experience. This drove him to go independent as an advisor allowing him to more freely integrate the technology, processes and service models that will guide clients well within the 21st century.

Anthony holds the Chartered Retirement Plans Specialist or CRPS® designation that encompasses design, installation, maintenance and administration of retirement plans. He is an avid Real Madrid fan and NBA aficionado.

He is always up for an outdoor adventure just as long as his cell phone can come along.