Anthony Girgis

Investment Philosophy

Investing is about more than dollars and cents. To truly be an investor you must invest in yourself first. Achieving financial freedom is a process and like everything else in life, I believe that patience is key. If you combine the investment of time, thoughtful consideration, a keen awareness of tax law, and a commitment to execution, you get more predictable outcomes. I encourage my clients to focus on their needs and not the ups and downs of the market.

Business Philosophy

As a financial professional, my focus is my clients. Specializing in the K-12 public school employer sponsored markets, my primary goal is to help clients build a custom financial plan from the ground up, focusing on the individual needs of each household that I work with. I believe educating your clients is the key to empowering them to not only make good financial decisions but feel confident in the path they create. This will also help us build a long-lasting relationship with deep roots.

My experience with and knowledge of the NJ state pension plans allows me to provide comprehensive planning for public school and municipal employees. Working with a team of professionals with various areas of expertise, we are able to leverage our knowledge and provide planning strategies and wealth management services to individuals, families, and small businesses. Among the areas I cover are wealth management, retirement planning, college planning, life insurance, estate planning strategies, and long-term care needs.

About

• Life-long resident of NJ
• Holds B.A. from The College of New Jersey
• Holds M.S. from Nova Southeastern University
• Joined Equitable Advisors in 2007
• Currently holds FINRA registrations in Series 7, Series 66, and Series 24 as well as Life and Health licenses
• Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton school of the University of Pennsylvania
• Licensed to serve clients in NJ, PA, NY, MD, FL, VA, NC, SC, DE, IL, MA, TX, and CA
• Member of the Equitable Hall of Fame
• Member of the Million Dollar Round Table
• Joined Private Wealth Strategies Group in 2020
• Worked as a teacher and coach in the Toms River Regional School district for 5 years before changing careers