Press & Recognition

Anthony Syracuse, CFP®, founder of Dynamic Financial Planning in Scottsdale, AZ, has been featured in national media, recognized by leading industry organizations, and listed among trusted advisors on Sam's List.

Press

Bloomberg / Fortune / Financial Advisor Magazine

Great 'Bear Market' in Diversification Haunts Wall Street Pros" - Anthony was quoted on the challenge of guiding clients away from chasing concentrated tech rallies, describing it as "an extremely difficult conversation" as clients weigh diversification against the pull of recent S&P 500 outperformance.

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The Wall Street Journal

"Personal-Finance Books to Put on Your Summer Reading List" Anthony recommended "In This Economy? How Money and Markets Really Work" by Kyla Scanlon, citing her ability to explain macroeconomic concepts in clear, accessible terms.

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Barron's Advisor — "Financial Advisors' Billing Options Grow, but AUM-Based Fees Remain No. 1" A look at how flat-fee and subscription billing models, like the one Dynamic Financial Planning uses, fit into an industry still dominated by assets-under-management fees.

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Featured

Sam's List — Most Reviewed Financial Advisors on Sam's List (2026) Recognized among the most reviewed financial advisors on the platform.

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Sam's List — 7 Most Reviewed Financial Advisors for Tech Employees & Equity Compensation Named for specialized work with tech professionals navigating RSUs, ESPPs, and stock options.

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Sam's List — Best Financial Advisors for Tech Employees Featured for expertise in the layered complexity of managing equity compensation well, not just understanding what it is.

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Sam's List — Financial Advisors for Doctors Featured as a fee-only option for physicians building wealth on an accelerated timeline.

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Sam's List — Best Financial Advisor for Retirement in Your 50s Featured among advisors recommended for pre-retirees planning their transition.

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Recognition

CFP Board — Certified Financial Planner™ professional in good standing.

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NAPFA — Member of the National Association of Personal Financial Advisors, the country's leading organization for fee-only fiduciary advisors.

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Fee-Only Network — Listed among advisors who work exclusively on a fee-only basis, with no commissions or product sales.

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XY Planning Network — Member of the network built for advisors serving Gen X and Gen Y clients through flat-fee, retainer-based planning.

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Phoenix Fee Only — Listed in the directory of fee-only advisors serving the Phoenix metro area.

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Sam's List — 5.0 average rating across client reviews.

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