Profile

P: 949.833.5892

F: 949.833.5810

E: aaa@wmsirvine.com

Anthony Agoni

Anthony Agoni has 30 years of financial advisory experience and a deep financial education.  He provides comprehensive financial & estate planning strategies for discerning families, with special focus on tax sheltering investment strategies and risk management.  He typically coordinates all the financial affairs of his clients, even items held elsewhere.  You will find he truly cares and is devoted to excellence.  Mr. Agoni typically provides analysis & advice on a fee basis, even where no “assets under management” are involved.

In addition to his 15 years with AXA Advisors, Anthony was a Vice President of Citibank who financed major real estate projects and worked-out distressed debt worldwide, was the CEO of ActiveLaw.com (a dotcom in the Legal Ethics space), was a New York City field construction manager for subway projects and historic buildings, and owned a piano-moving company in Harlem for five years.

Anthony is an active volunteer.  He is Treasurer of the Orange County Estate Planning Council.  A long-time leader of many Columbia Alumni clubs & programs, he was awarded the prestigious Alumni Medal by Columbia University’s Board of Trustees in 2017.  He’s a sworn emergency responder on his county’s Large Animal Rescue Team, which saves horses & cattle during wildfires and floods.  Anthony is also an equestrian in the Dressage discipline.

Education
B.S. Civil Engineering – Columbia University

MBA Finance – Columbia University

ChFC (Chartered Financial Consultant) – American College

Chartered Life Underwriter (CLU) – American College

Certificate in Retirement Planning – The Wharton School, University of Pennsylvania

Investment Management Certificates – Harvard University

Licenses & Certifications
FINRA Series 7, 63, 66

CA Insurance License #0D67222

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC, in Utah, AXA Network Insurance Agency of Utah, LLC, and in Puerto Rico as AXA Network of Puerto Rico, Inc. AXA Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.

Wealth Management Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or its affiliates.

PPG-144565 (4/19) (Exp. 4/23)

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