Anthony Campagni, CFP®
Partner, Wealth Advisor
For over 34 years in the financial services industry, I have always prioritized my client’s needs, striving to provide them with well-informed, comprehensive, and objective advice.
Academically, I was fortunate to attend the University of Southern California and eventually complete my Bachelor of Science degree in Marketing at Ohio State University. This experience provided the foundation needed to build a successful business.
My career started in 1988 when I spent time at both John Hancock and Mass Mutual as a financial advisor. During this time, I obtained my Series 7 license and my insurance credentials. In the early '90s, I was grateful to earn my CERTIFIED FINANCIAL PLANNER™ certification, which furthered my understanding of financial planning and wealth management. This enabled me to deliver a well-rounded approach to investment and financial advising to clients.
Today, I have the privilege of working alongside a great team at Strata Financial Group LLC, serving as its CEO and Founding Partner since our inception in 1998. As one of the Senior Wealth Advisors, I am on the firm’s Investment Planning Committee, where collaborative discussions and strategic planning play a pivotal role in shaping our investment and financial strategies.
Throughout these years, my foremost goal has been simple: to be a reliable resource for clients, providing them with the knowledge and tools they need, while always acting with integrity and professionalism.
Beyond my professional endeavors, I'm also deeply rooted in my family life. My partner Lisa, an unwavering pillar of support, and I have been blessed with four incredible children. I enjoy all sports and I am an avid player of pickleball and golf whenever time permits.