Wealth Consultants

Anthony Bacarella, AIF®, CWS®, CFS®
CERTIFIED FINANCIAL PLANNER™

Tony has been in the financial services industry since 1992 and with Sigma Financial Corporation since 1994. He has held various roles, including Managing Director of the Trading and Operation divisions, Advisory Board member of the firm's corporate RIA, Sigma Planning Corporation, and served on the corporate product Due Diligence Committee. In the early 2000s, he launched the financial planning division, Wealth Planning, where he held the executive position of Sr. Vice President. In this role, Tony oversaw the firm's financial, investment, and insurance planning activities, as well as the practice management training and coaching initiatives.

In the fall of 2022, after nearly three decades, he stepped away from his executive role to devote his full time and attention to providing comprehensive financial planning, investment advice, and wealth management solutions to individuals, families, and small business owners.

Before joining Sigma, Tony was a registered representative with Raymond James. He earned a Bachelor of Arts in Management from Siena Heights University, graduating with Cum Laude honors and receiving an accounting accreditation. In addition, Tony is a CERTIFIED FINANCIAL PLANNER™ professional and has the FINRA Series 7, 24, 63, 65, and Life Insurance licenses. As well as earned the Accredited Investment Fiduciary® (AIF), Certified Wealth Strategist® (CWS), and Certified Fund Specialist® (CFS) designations.

In his personal life, he enjoys spending time with his family and participating in several outdoor activities, including snow skiing and wake surfing.

To visit Tony's LinkedIn page, click www.linkedin.com/in/anthony-bacarella-6326b242