Investment Advisor, CFP, Principal @ (June 2005 - February 2016)
Financial Planner @ (January 2000 - January 2005)
Financial Planner @ (June 1999 - August 2000)
Personal Banker @ (July 1995 - September 1996)
Tony Cerone Education
San Diego State University
MSBA (Tax & Financial Planning)
1997-1998
Nebraska Wesleyan University
Bachelor of Science (BS) (Economics)
1991-1995
Gretna High
Tony Cerone Skills
Tax Advisory
Financial Advisory
Small Business
Strategic Planning
Estate Planning
Strategic Financial Planning
Financial Analysis
Investment Advisory
Auditing
Retirement
Project Planning
Program Management
401k
Strategic Financial
Management
Retirement Planning
Investments
Tony Cerone Summary
Tony Cerone, based in Omaha, NE, US, is currently a Financial Planner, CFP at Avior Wealth Management, LLC. Tony Cerone brings experience from previous roles at Lutz Financial, Merrill Lynch, Deloitte and Bank of America. Tony Cerone holds a 1997 - 1998 MSBA in Tax & Financial Planning @ San Diego State University. With a robust skill set that includes Tax Advisory, Financial Advisory, Small Business, Strategic Planning, Estate Planning and more. Tony Cerone has 1 emails and 1 mobile phone numbers on RocketReach.
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