Anthony Girgis
Financial Consultant, Retirement Planning Specialist
P: 848-241-3236
F: 732-286-7008
Email: anthony@pwsgroupnj.com
Investment Philosophy
Investing is about more than dollars and cents. To truly be an investor you must invest in yourself first. Achieving financial freedom is a process and like everything else in life, I believe that patience is key. If you combine the investment of time, thoughtful consideration, a keen awareness of tax law, and a commitment to execution, you get more predictable outcomes. I encourage my clients to focus on their needs and not the ups and downs of the market.
Business 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 clients 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. This will also help us build a long-lasting relationship with deep roots.
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, we are able to leverage our knowledge and 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, life insurance, estate planning strategies, and long-term care needs.
About
- Life-long resident of NJ
- Holds B.A. from The College of New Jersey
- Holds M.S. from Nova Southeastern University
- Joined Equitable Advisors in 2007
- Currently holds FINRA registrations in Series 7, Series 66, and Series 24 as well as Life and Health licenses
- Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton school of the University of Pennsylvania
- Licensed to serve clients in NJ, PA, NY, MD, FL, VA, NC, SC, DE, IL, MA, TX, and CA
- Member of the Equitable Hall of Fame
- Member of the Million Dollar Round Table
- Joined Private Wealth Strategies Group in 2020
- Worked as a teacher and coach in the Toms River Regional School district for 5 years before changing careers
Financial professionals of Private Wealth Strategies offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Insurance Agency of Utah, LLC in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or respond to inquiries, only in state(s) in which they are registered and/or licensed. The information on this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Private Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-148262 (6/15/20) (Exp. 06/24)