Eric Anthony, CFP®, ChFC®
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602-279-2020
Eric is part of the Advisory Team at TMD, working with high-net-worth individuals and families across asset allocation, investment implementation, financial planning, and cash flow needs. He has a passion for helping people reach their goals and does this by gaining a robust understanding of clients’ needs, values, and challenges and providing thoughtful solutions.
Raised in the Phoenix area, he is a graduate of the University of Phoenix where he earned a Bachelor of Science in Business with a concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC®). An industry veteran, Eric spent eight years with the Vanguard Group prior to joining our firm. During his tenure he served as a manager of other advisors and worked directly with clients as a financial advisor responsible for portfolio construction and ongoing oversight of the financial planning process.
Primary Duties at TMD Wealth Management
- Facilitates tax, retirement, estate, and other wealth management strategies for our clients
- Monitors our clients’ progress towards their specific financial goals
- Liaises with our clients’ other advisors on wealth planning strategies