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Anthony  Agoni

Anthony Agoni


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

In addition to his 15 years with the company, Anthony was a Vice President of Citibank who financed major real estate projects and worked-out distressed debt worldwide. He was the CEO of (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 the 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.


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