Financial Advisor and Founder
Since 2007, Anthony Aulffo has been providing financial advice and strategies to those nearing and in retirement. His approach goes beyond investment portfolio and financial plans to serve as a coach, helping his clients through life’s transitions to help them in both financial and non-financial decisions, working toward their ultimate life goals.
Anthony entered the financial services industry in investment management and financial planning in 2007 and became a Certified Financial Planner® in 2010. He and his wife, Dana, live in New Jersey.
Sandy enjoys working as an administrative assistant at Cardinal Wealth Group. Her past experience in the hospitality field brought about her passion to contribute, support, and make a difference in providing a welcoming environment to each client.
When not working, Sandy enjoys spending time with family, friends, and traveling.