ANTHONY’S NICHE
Anthony Curatolo specializes in working with families to organize and prioritize their financial goals. To facilitate these goals, he coordinates communication between family members, attorneys and accounting professionals – in an effort to avoid common mistakes and surprises throughout the financial planning process.
Anthony strives to open up financial conversations with his clients, assisting them in identifying their financial blind spots. Anthony strives to position his clients for sustainable growth today and for generations to come.
He regularly monitors and updates his clients’ goals, ensuring that each family’s financial goals align with their biggest life priorities. By developing cash flow goals and projections, he works to build consensus within the family and ensure that their investment plan corresponds to their risk tolerance.
Anthony educates his clients on how to utilize technology, plan for their taxes, and select the appropriate investments for their needs. He holds his Series 7, 24, 63, and 65 registrations, and has life insurance and annuity licenses in New York and Florida.
BIOGRAPHY
Anthony is a member of the Investment Committee at Ciccarelli Advisory Services. He has been with our firm since 1984. Anthony is originally from New York, having lived in the Bronx and in Buffalo. He transferred his Buffalo-based financial planning firm to Ciccarelli Advisory Services in 1997.
Anthony’s investment career began in 1976 when he received his securities and life insurance licenses. In 1984, he started his own successful financial services company. The tax preparation division of his business was purchased by H&R Block in 1996.
Anthony lives in Naples with his wife Kathleen.
COMMUNITY INVOLVEMENT
Southwest Florida Financial Planning Association, Member
St. John the Evangelist Catholic Church Knights of Columbus, Officer
Collier Harvest, Volunteer Driver
Villages of Monterey Single Family Villa Community Board, Director