Anthony Skvarka CFP®, CPWA®, AIF®
Senior Wealth Advisor at Halbert Hargrove- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
San Diego, California, United States, US
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Experience
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Halbert Hargrove
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United States
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Investment Management
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1 - 100 Employee
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Senior Wealth Advisor
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2003 - Present
I take a leadership role in maintaining and establishing strong relationships with my clients. Working with the HH team, I ensure we follow our disciplined, ongoing process that adheres to my client’s financial Roadmap. My role oversees a range of investment responsibilities and wealth advisory services, and partners with clients in the discovery process to help guide them through their priorities. My overriding objective: protecting my clients’ wealth, helping them secure their financial goals—and hearing from them that they’re comfortable and pleased with the entire process. Show less
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Education
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1986 - 1990
University of San Diego
Bachelor's degree, Business Administration and Management, General
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