Your Team

Anthony Syracuse, CFP ®
Founder

Money is emotions.

It’s difficult to manage your financial life on your own no matter how much you have. Financial planning together will help you take control of your future and allow you to stop worrying. Go do the things that you enjoy. Be present for important moments with your friends and family. Don’t check your accounts daily. Don’t always wonder if you have enough. Just make and plan and know you’re avoiding big mistakes to help you head in a great direction.

Our process of planning and investing allows you to take a step back to prioritize and focus on what is most important to you.

Besides your health, there is nothing more important to help you live a full life than making a solid financial plan. That’s where I step in and partner with you to define your goals and align them with your plan to achieve clarity and confidence.

Background

Prior to starting Dynamic Financial Planning, I spent a decade working with the wealthiest families at Northern Trust in Chicago and Los Angeles and at a family office in Beverly Hills, CA. I specialized in exceptional client service and designing tax-sensitive investment portfolios to help clients achieve their goals and minimize taxes.

I’ve used this experience to trek my own path to help people like you by designing a unique and flexible approach that centers around doing what’s best for my clients and not requiring investment management. My disciplined process not only provides personalized investment portfolios, it addresses personal goals, risk management, tax planning, and estate planning.

The ultimate goal is to be your trusted partner and help you achieve more in life. That way you can sit back and enjoy life while focusing on what matters most.

Together we will build a plan and set your path to financial prosperity in motion.

Experience

A decade of working with ultra-high-net-worth individuals and families.

  • At Northern Trust in Chicago and in Los Angeles

  • Family office in Beverly Hills, CA

Certifications & Education

  • Certified Financial Planner™

  • Bachelor of Science, University of Arizona

  • Eller College of Management & The McGuire Center for Entrepreneurship