Tony Cdfa Email & Phone Number

Tony Cdfa

CERTIFIED FINANCIAL PLANNER™ , Branch Manager at Raymond James | Greater Sacramento

Tony Cdfa Socials
About Tony Cdfa

Tony Cdfa is a seasoned CERTIFIED FINANCIAL PLANNER™ and Branch Manager at Raymond James, where he leads Legato Financial, an independent advisory team dedicated to guiding clients through the intricate transitions of life. With a career spanning nearly three decades, Tony's expertise encompasses a broad spectrum of financial planning, including retirement planning, investment advisory, estate planning, and comprehensive financial advisory services. His journey began in 1994 with A.G. Edwards & Sons in Sacramento/Roseville, where he honed his skills in customer service and financial strategy before relocating to Minnesota in 2000.

At Raymond James, Tony is at the forefront of key projects aimed at enhancing client experiences and optimizing financial outcomes. His approach is deeply rooted in the philosophy of "legato," which symbolizes the smooth transitions clients face during significant life events such as marriage, the birth of a child, or major financial decisions like purchasing a home. By focusing on personalized financial planning, Tony helps clients navigate these transitions with confidence, ensuring that their financial strategies align with their life goals.

Tony's commitment to excellence is reflected in his ability to build lasting relationships with clients, providing them with tailored advice that addresses their unique circumstances. His extensive knowledge in retirement planning and investment strategies allows him to craft comprehensive financial plans that not only secure his clients' futures but also empower them to enjoy their present. As a leader in the financial advisory space, Tony Cdfa continues to inspire and guide individuals and families, making a meaningful impact in their financial journeys.

Tony Cdfa Work
1 experience icon

CERTIFIED FINANCIAL PLANNER™ , Branch Manager at Raymond James in July 2001 to Present

2 experience icon

Independent Business Owner at Legato Financial Wealth Management in April 2016 to Present

3 experience icon

Business Owner at Legato Financial Divorce Planning in May 2018 to Present

See more

Tony Cdfa Skills

Financial Planning

Retirement Planning

Financial Advisory

See more

About Tony Cdfa's Current Company
Frequently Asked Questions about Tony Cdfa

What is Tony Cdfa email address?

Email Tony Cdfa at [email protected]. This email is the most updated Tony Cdfa email found in 2026.

What is Tony Cdfa phone number?

Tony Cdfa phone number is +19168581638 and +15307222692.

How to contact Tony Cdfa?

To contact Tony Cdfa send an email to [email protected]. If you want to call Tony Cdfa try calling on +19168581638 and +15307222692.

What company does Tony Cdfa work for?

Tony Cdfa works for Raymond James

What is Tony Cdfa's role at Raymond James?

Tony Cdfa is CERTIFIED FINANCIAL PLANNER™ , Branch Manager

What industry does Tony Cdfa work in?

Tony Cdfa works in the Financial Services industry.

Tony Cdfa Email Addresses

Email Tony Cdfa at [email protected]. This email is the most updated Tony Cdfa email found in 2026.

Tony Cdfa Phone Numbers

Tony Cdfa phone number is +19168581638 and +15307222692.
Not the Tony Cdfa you were looking for?

Find personal and work emails for over 250M professionals.

Engage candidates 10x faster

Enjoy unlimited access and discover candidates outside of LinkedIn

Trusted by 1.4M users from 76% of Fortune 500 companies

Microsoft Tenstorrent Merck Rackspace WarnerMedia Societe Generale Yelp Google

The most accurate data ever

CCPA Compliant
GDPR Compliant
150M Personal Emails
200M Work Emails
100M Direct Dials
250M Professional Profiles
40M Company Profiles

Find anyone, anywhere
with ContactOut today

Making remote or global hires? Connecting
with key decision-makers? We can help.

  • 40 emails / month
  • 3 phone numbers / month
  • Works on standard LinkedIn only
  • Work emails, personal emails,
    mobile numbers
* 1 user per company limit

No credit card required

Try ContactOut for Free