Anthony T. Reynolds

CFP®, ChFC®

CoreTegic Capital Wealth Management

Founder and Financial Advisor

I can work with clients anywhere!

Anthony T. Reynolds

CFP®, ChFC®

CoreTegic Capital Wealth Management

Founder and Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you Create a More Financially Stable Life Without Worrying About Giving Up Your Dream Life - Anthony T. Reynolds, CFP®, ChFC®

Fee-Only Financial Planner Located in Cedar Rapids, IA Serving Clients Locally and Across the Country

Anthony Reynolds is a Cedar Rapids, IA fee-only financial planner. CoreTegic Capital Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anthony Reynolds is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Hello, my name is Anthony. Most people call me by my first name, except when I’m in uniform. Then it’s Captain Reynolds or just “Reynolds”.

That’s because when I’m not helping clients plan for their financial future as a CERTIFIED FINANCIAL PLANNER™, I hold a position as company commander in the Iowa National Guard.

At my core, I love helping people and I love planning. I coach individuals and families on how to devise a plan for their financial future and I feel pride in shaping the careers of young soldiers as a company commander (the most humbling experience you’ll ever have). If I’m not doing one of those things, you’ll find me geeking out by showing people how their new tech gadget can help improve their lives. I’m proud to say I’m a CFP®, a veteran and a lover of technology.

A LITTLE ABOUT MY HISTORY

I was born in Massachusetts, did a short stint in North Carolina, traveled up to a tiny little town in southwest Wisconsin called Cassville, then transferred my senior year of high school to Dubuque Hempstead in Iowa.

In the spring of 2002, I decided to forego my first semester of college and enlisted in the Infantry of the Iowa National Guard. When I returned from basic and advanced individual training in Fort Benning, Georgia that November, I enrolled in college only to find out that our unit had been selected to deploy to the Sinai in Egypt. I was pulled out of college classes and at the ripe age of 19, I was relocated to Egypt to conduct a peace-keeping mission.

Our unit returned in early February of 2004 (yup, another semester of college foregone). No worries though, I was able to knock out some college credits while deployed. It took a lot of hard work and patience, but a little bit goes a long way, right?

I returned to my college journey at Kirkwood Community College in the fall of 2004 and juggled the military and my studies until our unit was chosen to deploy to Iraq and I had to leave again. We trained in Mississippi for six months before relocating to Iraq in March of 2006, where a 12-month deployment turned into one that lasted 22 months.

In the spring of 2008, I decided to take my GI Bill and earnings from the deployment and leave the Iowa National Guard (but not for long, continue reading). The goal was to focus on my studies.

I dual enrolled at Kirkwood and the University of Iowa for one year (to this day I still highly recommend dual enrollment if possible if you’re looking for an economical way to knock out some required coursework for a fraction of the cost) before attending the U of I full time.

But then it happened. I started to miss the camaraderie and leadership opportunities that the Iowa National Guard provided. In 2009, I contracted with the University of Iowa Army ROTC and was awarded a scholarship. In August of 2010, I graduated from the Tippie College of Business with a degree in finance, a minor in marketing, and I  was commissioned as a second lieutenant in the Iowa National Guard as a quartermaster officer.

To date, I’ve worn many hats in the military, including platoon leader, executive officer, plans operations office and now I’ve accepted the challenge of wearing the hat of commanding officer.

I currently live in Cedar Rapids and spend more time than I’d like to admit perusing financial news and white papers, flying my drone, and reading the most recent book in my start-from-scratch-book-club. If you have a great book recommendation please e-mail me (anthony@coretegiccapital.com).

At the end of the day, I founded CoreTegic Capital to help young professionals and families understand their financial lives as well as position them to reach their fullest potential. But I’m also the guy next door. I do this job because I love it and truly enjoy taking on complex issues to help positively impact my clients and to help them navigate safely on their financial path.

Still reading? Great! Now that you know more about me, I would love to learn more about you and help you create a solid financial plan.

Remember how I said a little bit goes a long way? Start with an email to anthony@coretegiccapital.com or contact me through this site. We’ll get you started down the right footpath to a smart financial plan through the laying of some groundwork, cutting-edge technology, and proper planning.

Anthony T. Reynolds is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Create a More Financially Stable Life Without Worrying About Giving Up Your Dream Life!

CoreTegic Capital Wealth Management is a fee-only wealth management and financial planning firm that specializes in financial planning for Generation X and Y, highly compensated executives, pre-retiree (work-optional), High-Earners-Not-Rich-Yet (HENRYs), Dual-Income-No-Kids (DINKs), and military veterans in transition. We always put your interests first.

We develop customized financial roadmaps for executives, high-earners-not-rich-yet, pre-retirees, and military veterans in transition to create a more financially stable life, without the worry of giving up their dream life. And yes, without paying the high commissions. 

Whether you are still building assets, beginning to transition from wealth accumulation to retirement or planning a legacy for your loved ones, we can help you get on the right path to finding the right strategies for your long-term financial independence.

You Worked Hard for Your Money

You deserve more.

You deserve an advisor who will thoughtfully explain things in person.

No matter how much money you have saved.

All without worrying about paying high commissions.

As your trusted advisor, I can help answer your questions. Our goal is to free you from worrying about the daily ups and downs of the market, so you can focus on the things that really matter - the things that bring you genuine joy.

If you'd like to learn more, please visit our website at www.coretegiccapital.com

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Cash Flow / Budgeting
  • Executive Compensation
  • Comprehensive Financial Planning
  • Tax Planning
  • 401(k) and 403(b) Retirement Plans
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Student Loan Debt

Ideal Clients

  • High-Earner-Not-Rich-Yet
  • Dual-Income-No-Kids
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Young Professionals
  • Growing Families
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

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

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Anthony Reynolds is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Anthony Reynolds is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Dimensional Funds
    CoreTegic Capital has access to Dimensional Funds

    The Dimensional approach focuses on academic research that isolates the factors that tend to outperform the broad market over long time periods and the risk characteristics that can be eliminated from a portfolio. While indexes are simply measures of an asset class, DFA funds aim to efficiently capture the excess returns of an asset class without taking uncompensated risk—and at a low cost.

Contact Anthony T. Reynolds

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Office Locations:

  • 1203 Deer Run Dr NE
    Cedar Rapids, IA 52402

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