Anthony Collica, CFP®️, ChFC®️
Executive Director of Wealth Management
Anthony Collica, CFP®️, ChFC®️ is the Executive Director at the Collica Group of Platinum Wealth Solutions. With nearly two decades serving as a financial advisor, he is committed to offering comprehensive wealth management solutions and is dedicated to the highest standards of client service. His practice is built upon always putting clients' interests first and serving as a fiduciary to help clients achieve their goals in the most efficient way.
Anthony’s clients are high net worth families, individuals, business owners and retirees that want to benefit from goal-oriented financial planning. His aim is to serve as every client's personal Chief Financial Officer, doing all the construction and heavy lifting for them so they can focus on what matters most.
Anthony manages many aspects of his clients needs including:
• Building towards wealth accumulation while managing tax obligations
• Maintaining current lifestyle and independence throughout retirement years
• Reducing or eliminating estate taxes to beneficiaries and heirs
• Providing for the family or social legacy through estate planning
• Eliminating blind spots and personal biases that may negatively impact a financial plan
My aim is to serve as every client's personal Chief Financial Officer, doing all the construction and heavy lifting for them so they can focus on what matters most.
Anthony received his Bachelor of Arts in Finance from Walsh College with a specialization in Financial Planning. He graduated in the top percentile of his class, receiving Magma Cum Laude honors, and went on to receive his CFP®️, ChFC®️ designations from the College for Financial Planning and American College of Financial Planning.
Walsh College, Financial Planning
Magna Cum Laude
Professional Registrations & Licenses
FINRA Series 7
FINRA Series 66
CFP®️ and ChFC®️, American College of Financial Planning
Life, Accident, and Health Insurance