Anthony Farella
CFP®
Rockbridge Investment Management
Financial Advisor
Anthony Farella
CFP®
Rockbridge Investment Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Anthony Farella, CFP®
Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country
Meet Anthony Farella
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.)
Anthony Farella is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Anthony Farella is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Anthony Farella
Office Locations:
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220 South Warren Street
9th Floor
Syracuse, NY 13202
