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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Anthony Chiarelli, CFP®




Anthony was born and raised in the Erie area where he graduated from Cathedral Preparatory High School. He continued his education at Gannon University, graduating with degrees in finance and business management. Anthony takes great pride in assisting individuals and businesses in identifying their financial goals through comprehensive financial planning strategies. His hobbies include reading, golf, and volunteering his time across the Erie community.

“CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.”