Anthony J. Leopizzi,  CFP<sup>&reg;</sup> - Financial Advisor

Anthony J. Leopizzi, CFP®

CLU,ChFC,CIMA

Verita Wealth Advisory Group - A private wealth advisory practice of Ameriprise

12330 Tamiami Trl E., Suite 101
Naples, FL 34113
FINANCIAL ADVISOR'S WEBSITE
(844) 997-7526
(914) 997-7526

General

Anthony Leopizzi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Verita Wealth Advisory Group - A private wealth advisory practice of Ameriprise in Naples, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: NY,NJ,CT,FL,NC,SC,GA,ME,TX,CA
  • Health/disability insurance: NY,NJ,CT,FL,NC,SC,GA,ME,TX,CA
  • Fixed annuities: NY,NJ,CT,FL,NC,SC,GA,ME,CA,TX
  • Variable annuities: NY,NJ,CT,FL,NC,SC,GA,ME,CA,TX

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources