A private wealth advisor and financial planning specialist since 2004, Antonio uses a holistic approach that considers key areas critical to financial planning: retirement strategies, tax planning, estate planning, cashflow planning, investment solutions, and wealth management. His specialty is incorporating innovative, sophisticated investment and planning strategies that are underpinned by strict fiduciary responsibility.
Antonio prides himself on providing impeccable service to his clients and hinges his practice on the principles of integrity, transparency, and of course Lealtá’s namesake, loyalty. Additionally, he holds the Certified Funds Specialist (CFS®) designation.
A Floridian now, Antonio is a New York native and holds a bachelor’s degree in finance from New York Institute of Technology. In his spare time, he enjoys spending time with family and friends, traveling, and playing guitar.