

Anthony Landi
Sterling Bridge Financial Group

Sterling Bridge Financial Group
Overview
Anthony Landi is a seasoned financial advisor at Sterling Bridge Financial Group, based in Tampa, FL. With over seven years of diverse experience, Anthony specializes in retirement planning, investment management, and tax planning. He holds several prestigious certifications, including CFP and ChFC, and is well-versed in the complexities of financial markets. His commitment to building meaningful relationships with clients allows him to deliver tailored strategies that align with their personal goals and aspirations. Anthony’s approach is rooted in the Sterling R.I.G.H.T Process™, which prioritizes understanding each client’s unique circumstances and objectives. He believes that financial planning should not only prepare individuals for retirement but also empower them to enjoy their lifestyles without fear of financial uncertainty. By breaking down complex financial concepts into actionable steps, he aims to bridge the gap between knowledge and confidence, enabling clients to navigate their financial futures with ease. Whether guiding clients through market volatility or assisting in legacy planning, Anthony is dedicated to being a trusted ally on their financial journey.
Experience
7 yrs
AUM
N/A
Minimum
$500K
Fee Type
Fee-Based
Specialties
Certifications & Licenses
Regulatory Information
CRD Number
5303617
Disclosures
Clean Record
No complaints, regulatory actions, or disclosures found
Fee Structure
Assets Under Management (AUM) Fee
Account minimum: $500K
Hourly Consultation
$150 - $299per hour
Work History
Sterling Bridge Financial GroupCurrent
Managing Director / Financial Advisor
Charles Schwab
Senior Financial Advisor
Fidelity Investments
Financial Advisor
Edward Jones
Financial Advisor
Office Locations
Sterling Bridge Financial Group
PrimaryTampa, FL
Key Team Members

Anthony Landi
Financial Advisor
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Key Team Members

Anthony Landi
Financial Advisor
Office Locations
Reviews
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