Anthony Puma

Financial Advisor | San Francisco, California

Professional Overview

Anthony Puma is an experienced Financial Advisor with a strong track record of guiding clients towards their financial goals. In his current role at Spinnaker Investment Group, LLC, he leverages his expertise in investment management, retirement planning, and wealth preservation to deliver comprehensive financial solutions to a diverse clientele.

Experience Summary

Current Role

As a Financial Advisor at Spinnaker Investment Group, LLC, Anthony is responsible for providing holistic financial planning and investment management services to high-net-worth individuals, families, and small businesses. He works closely with clients to understand their unique financial objectives, risk profiles, and time horizons, and then develops customized strategies to help them achieve their long-term financial aspirations.

Anthony's key contributions include:

• Conducting thorough financial assessments and risk analyses to identify client needs

• Designing and implementing personalized investment portfolios aligned with client goals

• Providing ongoing portfolio monitoring and rebalancing to maintain optimal performance

• Offering comprehensive financial planning guidance on retirement, tax, and estate planning

• Delivering exceptional client service and maintaining strong, long-term relationships

Career Progression

Prior to his current role, Anthony served as a Financial Advisor at Signature Resources Capital Management, LLC, where he honed his skills in investment research, portfolio construction, and client relationship management. Before that, he held senior sales and account executive positions at Bear Stearns Residential Mortgage and New Century Mortgage, where he demonstrated his ability to excel in a client-facing, consultative sales environment.

Throughout his career, Anthony has consistently delivered exceptional results, evidenced by his successful track record of helping clients achieve their financial objectives and his recognition as a top-performing advisor within his respective organizations.

Academic Background

Anthony holds a Bachelor of Science degree in Finance from the University of California, Berkeley, where he graduated with honors. His academic focus on financial analysis, investment strategies, and portfolio management has provided a strong foundation for his professional success.

Areas of Expertise

• Investment Management

• Retirement Planning

• Wealth Preservation

• Financial Planning

• Risk Analysis

• Client Relationship Management

• Consultative Sales

Professional Impact

Anthony's deep industry knowledge, analytical acumen, and client-centric approach have earned him a reputation as a trusted financial advisor within the San Francisco Bay Area. He is actively involved in professional organizations, such as the Financial Planning Association (FPA), where he contributes to industry discussions and shares best practices with his peers.

Conclusion

With over 15 years of experience in the financial services industry, Anthony Puma is a seasoned Financial Advisor who is dedicated to helping his clients achieve their financial goals. His comprehensive approach, combined with his exceptional client service and proven track record of success, make him a valuable asset to the Spinnaker Investment Group team and the clients he serves.