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Anthony Girgis

Anthony Girgis

Financial Consultant - Retirement Planning Specialist

Anthony Girgis is a financial professional with the Retirement Benefits Group, a specialized division of Equitable Advisors.

Mission: 

To help clients achieve financial peace of mind through informed decision making. I take nothing more seriously than the trust clients have placed in me to help guide them through their financial lives. I am committed to providing them with the highest level of service and integrity and strive to develop strong, long lasting relationships. 

Philosophy:

As a financial professional, my focus is my clients. Specializing in the K-12 public school Employer sponsored markets, my primary goal is to help build a custom financial plan from the ground up, focusing on the individual needs of each household that I work with. I believe educating your clients is the key to empowering them to not only make good financial decisions, but feel confident in the path they create.

My experience with and knowledge of the NJ state pension plans allows me to provide comprehensive planning for public school and municipal employees.  Working with a team of professionals with various areas of expertise, I am able to leverage this knowledge to provide planning strategies and wealth management services to individuals, families, and small businesses. Among the areas I cover are wealth management, retirement planning, college planning, estate planning strategies, and long-term care needs.

 

Some facts about Anthony:

Currently holds FINRA registrations in Series 7, Series 66, Series 24, as well as Life and Health licenses.

Earned the title of Retirement Planning Specialist and Certificate in Retirement Planning from the Wharton Business school of the University of Pennsylvania.

Member of the Equitable Hall of Fame

Member of the Million Dollar Round Table.

Holds B.A. from The College of New Jersey, Ewing NJ.

Holds M.S. from Nova Southeastern University, Ft. Lauderdale, FL

Experience in the Financial Services industry since 2007.

Licensed to serve clients in NJ, PA, NY, MD, CT, MA, FL, VA, NC, SC, IL and TX. (IAR only in CA)

Spent 5 years as a NJ licensed teacher and coach in the Toms River Regional School District.

When not working, Anthony enjoys spending time with family, reading non-fiction, and playing golf