Anthony Farella

CFP®

How I got here

I’ve always had an interest in financial planning. Initially my research and studies were put to use in my own personal investments, around the time our first son was born. As others found value in what I had learned and shared, a career idea was born. I had no interest in selling financial products so I focused on the fee-only advisor model. I became passionate about building a business around the ideas that I share with the incredible team at Rockbridge.

Education

CERTIFIED FINANCIAL PLANNER®
(CFP®) Syracuse University (B.A.)

Professional Organizations

Favorite part of the job

I enjoy learning about people, especially what drives and concerns them. I find real satisfaction in simplifying the financial lives of engaging individuals with interesting tales to tell. Luckily for me, I find that covers most people I encounter.

Beneath the surface

When I step away from the office, my go-to activities involve exploring the vibrant heart of downtown Syracuse, always eager to find new local shops, discover hidden gems, and truly enjoy everything our community has to offer. And when I’m not wandering the city streets, you’ll often find me on the court getting in a good game of tennis.