Faziocfp.com

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Tony Fazio, CFP® is a Minneapolis, Minnesota Based Financial Planner

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Tony Fazio, CFP is a Minneapolis, Minnesota (MN) based Certified Financial Planner (CFP) and Registered Investment Advisor (RIA). As a CFP, he provides Money Management, Managed Accounts, Portfolio Management, Financial Planning, Retirement Planning, Investment Planning, and Estate Planning services to individuals and businesses in the Minneapolis area and throughout Minnesota and the rest of the country. He has served as President and Chairman of the Minnesota Society of Certified Financial Planners (CFP). He has been thoroughly trained in all aspects of Financial Planning- Investment, Retirement and Estate Planning and has significant experience in the Asset Allocation, Portfolio Management, Managed Account and Money Management areas. He also has considerable experience in working with IRA's, IRA Rollovers, 401K's and other Company Retirement Plans. In addition to his CFP designation, Tony also has his Certified Senior Advisor (CSA) and Certified Estate Planner (CEP) designations. He has appeared in newspaper articles and on various financial planning radio programs. He has also taught continuing education sessions for CPA's and other investment/insurance professionals. Tony is listed in Who's Who in the Midwest, Who's Who in the World and Who's Who in Finance and Industry. He founded his firm- Fazio & Associates- in 1986 and it has since grown into one of the leading Financial Planning firms in Minnesota and serves a nationwide client base.