Anthony Silva, CERTIFIED FINANCIAL PLANNER ™ is a strong believer in aiding his clients by designing and outlining a purpose-driven financial road map through connecting the lines of habits and behaviors that align with your life plans. Whether it’s developing a financial strategy, creating a customized executive benefits program for a business, or preparing a detailed asset allocation analysis, Anthony’s mission since day one has been a simple one – to provide forward-thinking and cost-effective financial strategies to help my clients achieve their financial goals. Anthony is passionate about tax planning and leveraging tax benefits to optimize his clients’ financial situations. By creating customized financial plans, he aims to help his clients save more, earn more, pay less in taxes, and keep more of what they rightfully deserve.
Anthony allocates time towards continuing education for the benefit of his clients. He holds various credentials such as, CFP ™, ChFC, and an accreditation, Holistic Financial Coach, through Columbia University’s Coaching Center of Excellence.
Anthony’s dedication, and adaptability to the ever-changing financial needs of clients has gained him a coveted spot in both Phoenix and Boston magazine as a 6-time recipient of the Five Star Wealth Managers award which is awarded to a select group, representing less than 2 percent of the wealth managers in the Boston and Phoenix area. Fortune Magazine has also recognized him as top “40 under 40”.Mr. Silva is actively involved with various Boards and Committees to help empower and improve the community through volunteerism. He previously served on the board of Angels on Patrol in Arizona, which is a non-profit organization committed to helping officers help make a difference and change the lives of the people in the community around.
Anthony graduated from Suffolk University with a degree in Business Administration. From the start of his career, Anthony knew he wanted to pick the top advisory servicing firm that was entrepreneurial minded, goal oriented, competitive, yet driven by the client’s care and best interest in mind. He knew if he could find a firm with that level of care, he would develop and build long-lasting and genuine relationships with his clients. Anthony was fortunate to find that firm in 2007 and has been with Equitable Advisors growing as a financial planner.
Paying it forward, Anthony has built a reputation in the financial world through his continual passion to mentor and aid other financial professionals. This dedication to the future of the industry has led him to hold a coveted seat as the Executive Vice President of the Wisconsin Branch. He has hired and mentored over 30 advisors and is proud of the team of financial professionals he has been mentoring and supporting for the last seven years. Anthony takes pride in helping his advisors elevate themselves not just professionally but personally.
With his beautiful wife Jess, they have two children; and when he is not serving his clients, mentoring advisors within the firm, or actively participating in his community, just look outside to find Anthony hiking, fishing, or golfing!