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®

3156710588

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

  • National Association of Personal Financial Advisors (NAPFA)
    Anthony Farella is a NAPFA-Registered Financial Advisor

    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.

Contact Anthony Farella

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Office Locations:

  • 220 South Warren Street
    9th Floor
    Syracuse, NY 13202

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