Anthony R. Farella| CFP®
Rockbridge Investment Management
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Syracuse, NY 13202
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
How I got here: “I’ve always had an interest in financial planning. Initially my research and studies were put to use in my own personal situation. As others found value in what I had learned and shared, a career idea was born. I had no interest in selling financial products so I focused on the fee-only advisor model. I became passionate about building a business around the ideas that I share with the incredible team at Rockbridge.”
Favorite part of the job: “I enjoy learning about people, especially what drives and concerns them. I find real satisfaction in simplifying the financial lives of interesting people that I enjoy being with.”
Experience: find here
Education: Syracuse University (B.A), College for Financial Planning (CFP®)
Professional organizations: Board member, Countryside Credit Union, Board member, Financial Planning Association of CNY.
Community: Board member and girls travel team coach, F-M youth soccer, Board member, Downtown Syracuse YMCA
Odd family goal: a summer road trip touring the latest presidential libraries in Texas and Arkansas (before my kids are too old to say no.)
Our investment philosophy is built around our belief that capital markets work. In a market where buyers and sellers have the same information, prices quickly reflect the collective wisdom of the market. Successful long-term investors must therefore focus on the following activities.
- Understand risk – Asset allocation is the primary determinant of portfolio returns; and one cannot expect to be paid for risk that can be diversified away.
- Measure performance – Results must be compared to relevant benchmarks to determine progress toward established goals.
- Rebalance and stay disciplined – Investing is a dynamic process requiring adjustments to maintain a targeted risk exposure in the portfolio. A rebalancing discipline will keep emotions out of the decision process.
- Control costs – Superior performance is the result of managing risk and controlling costs.