Tony Cdfa
CERTIFIED FINANCIAL PLANNER™ , Branch Manager at Raymond James | Greater Sacramento
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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.
CERTIFIED FINANCIAL PLANNER™ , Branch Manager at Raymond James in July 2001 to Present
Independent Business Owner at Legato Financial Wealth Management in April 2016 to Present
Business Owner at Legato Financial Divorce Planning in May 2018 to Present
Financial Consultant at A.G. Edwards in March 1994 to July 2001
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Financial Planning
Retirement Planning
Financial Advisory
Investment Advisory
Customer Service
Estate Planning
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Discover more about Raymond JamesWhat 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
Tony Cdfa Phone Numbers
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