Anthony Lupo, CFP®
Anthony Lupo, CFP®
Anthony has been with Tilson Financial Group since 2010. As a Financial Analyst, Anthony’s responsibilities include research and analysis, portfolio rebalancing and development of financial plans for clients. He is a member of the firm’s financial planning and investment committees.
Anthony holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is a Cum Laude graduate of Rutgers University where he earned a Bachelor of Arts degree in Economics and Psychology.
Anthony currently resides in Wood-Ridge and is married to his wife, Kelly, for eight years. Anthony has two young sons, one six-year-old and one four-year-old. He greatly enjoys spending time outside with his family, DIY projects, and movies as well as playing and watching sports in his limited free time.
Learn More About Our Services:
Financial Planning
We provide clients with the full spectrum of planning services to help them better navigate all of life’s events. Our experience and insights will continue to support you as your needs mature and evolve.
Investment Management
Our firm’s investment management approach starts with discovering your short-term and long-term goals and then constructing and maintaining an investment portfolio built to your unique needs.
Senior Planning 360°
Today’s senior landscape is increasingly complex. Our approach manages your long-term needs, balancing longevity and prosperity in a holistic manner to ensure you are always prepared for what’s next.