Anthony Prieto Email & Phone Number
Principal and CFO @ synergy.
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Anthony Prieto Location
- Tampa, FL, US
Anthony Prieto Work
- 2008 -now Principal and CFO @
- 1996 -2008 Retirement Planning Specialist @ The Gabor Agency, Inc.
Anthony Prieto Education
- Florida State University
Bachelors of Science and Certificate in Financial Planning (Political Science and Government)
1991-1996 - Gaither High School 1989-1991
Anthony Prieto Skills
- Financial Goals
- 401k
- Wealth Management
- Structured Settlements
- Investment Management
- 403 b
- Cost Segregation
- Long-term Care
- Disability Insurance
- Life Insurance
- Retirement Planning
- Estate Planning
- Retirement
- Fixed Annuities
- Insurance
- Qualified Domestic Relations Orders
- Strategic Financial Planning
- IRAs
- Investments
- Financial Planners
- Public Benefits
- Special Needs Trusts
- Trust Services
- Trusts
- Medicare
- Liens
- Secondary Market
- Self Directed IRA
- Product Liability
- Medicaid
- Medical Malpractice
- Liability
- Employee Benefits
- Asset Management
- Long Term Care
Anthony Prieto Summary
- Anthony Prieto, based in Tampa, FL, US, is currently a Principal and CFO at synergy.. Anthony Prieto brings experience from previous roles at The Gabor Agency, Inc.. Anthony Prieto holds a 1991 - 1996 Bachelors of Science and Certificate in Financial Planning in Political Science and Government @ Florida State University. With a robust skill set that includes Financial Goals, 401k, Wealth Management, Structured Settlements, Investment Management and more. Anthony Prieto has 3 emails on RocketReach.
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