Tony Conte, MSFS, CEPA, CFP®

Education:

Master of Science  in  Financial Services - St. Joseph's University

Licenses:

FINRA Series 6, 7, 24, 63, 65; Pennsylvania Life/Health & Variable Annuity License

Tony's Journey:

Tony followed in the footsteps of his grandfather and father by providing creative wealth management and planning solutions for his clients, their businesses, their employees, and their families.

Tony also focuses on growing our advisor base, operational efficiencies, and leading the team through new and exciting initiatives.

Tony has a Master’s Degree in Financial Services (MSFS) from  Saint Joseph’s University’s Haub School of Business, which included graduate coursework in areas so diverse as investment management, insurance planning, derivative securities, business accounting, tax and retirement planning, and economics.

In 2011, Tony underwent the rigorous CFP® process to meet professional standards. He agreed to adhere to principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients when he received his CERTIFIED FINANCIAL PLANNER™ Certification.

Since 2004, Tony has dedicated his eff ort to niche markets such as family business planning, wealth management, and trust & estate planning. 

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Tony serves on the Board of Directors for WITF, a Central Pennsylvania public broadcasting entity. He also serves on the board of the Central Pennsylvania Estate Planning Council and the Downtown Camp Hill Association, and he continues to work on various committees for Leadership Harrisburg Area after completing two full board terms. He proudly calls himself a Leadership Harrisburg Area 2007 Community Leadership Series alumnus.