Anthony “Tony” Vitulli, CFP®
“Treat others how you want to be treated.” -Seneca the Younger
Tony is the Founder of Peach State Advisors and for more than four decades, he has lived by the golden rule and been delivering great value to clients as a Financial Advisor -- helping them plan for their short and long-term goals. Customer service is paramount to Tony, who takes special care to ensure he understands the needs of every single client. He is always there for his customers, available 24x7, working hard to make sure they can make the most out of their money. Today, he has a clientele of over 1,200 households who seek him out for advice regarding savings, investing, retirement, and future insurance needs.
“There Are Three Types of People: Those Who Make Things Happen, Those Who Watch Things Happen, and Those Who Wonder What Happened.” -Nicholas Murray Butler Mr. Vitulli strives to educate investors by providing valuable tools and resources to reinforce strategic financial planning for the future. By holding himself to a fiduciary standard, Tony always puts his customers’ best interest first in helping them achieve their financial goals. His objective is to simplify the complicated world of investments and help clients preserve their hard-earned assets.
“Yesterday’s home runs don’t win today’s games.” -Babe Ruth
Tony runs his business like a dental practice, operating in an efficient and effective manner to provide structure and value to his clients -- driving customer satisfaction and retention of assets. Leveraging technology, providing consistent communication and being highly organized, he ensures clients make the most out of their money. Tony believes his customers win when they reach financial independence, by eliminating debt to live comfortably off savings and investments. “You should save at least 10% of your income to generate long-term wealth.” -Unknown Tony encourages others to live by the 10% savings rule, as a guideline for how much gross income should be set aside for retirement. By asking the right questions, he facilitates a more holistic conversation with his clients. Open, honest communication is crucial to him building trust and creating a financial plan that will have the greatest impact for his clients. “An investment in knowledge pays the best interest.” -Benjamin Franklin His background in management, combined with financial acumen, gives Tony a unique perspective and skill set in the financial industry. His education and experience are the cornerstones to his practical approach to offering financial planning services and products to clientele. Tony earned a B.S. in Accounting from State University of N.Y. at Binghamton, CERTIFIED FINANCIAL PLANNER™professional designation from the Certified Financial Planner Board of Standards Inc.., and Retirement Planning Specialist title from The Wharton School-University of Pennsylvania. In addition, he currently holds the FINRA series 6,63,65,7,22, and 26 securities licenses, as well as GA life and health insurance licenses and is a member of the Financial Planning Association® (FPA®).
“Spectacular achievement is always preceded by unspectacular preparation.” -Robert Schuller
Over the years, Tony has received several awards and recognition including; (NLC) National Leaders Corps, Centurian & Hallmark IV. Additionally, Tony is a lifetime member of Million Dollar Round Table (MDRT), as a leading insurance and investment financial services professional. He has also achieved ‘MDRTs ‘Top of the Table’, serving his clients by exemplary performance and adhering to the highest standards of ethics, knowledge, service and productivity. He entered Equitable’s Hall of Fame in 1995 and is a member of the Sterling Group, an elite group of Financial Advisors. While in management he received; (DLA) Developing Leader Award, and Regional Builders Trophy. These all pay tribute to his superior achievements in serving client needs and managing a successful practice.
“#1 Rule is to Pay Attention: In all aspects of life, your physical beaning, relationships, and finances.” –Tony V.
Tony and his spouse, Ellisa, reside in Marietta, GA and have two grown children Elizabeth and Edward. Outside the office, Tony is passionate about coaching youth baseball and mentoring students. As an avid sports fan, he spent 12 years coaching travel baseball out of East Cobb-Fullers Park, GA and now enjoys traveling around the country with his lovely wife.
“Never put off till tomorrow what you can do today.” –Thomas Jefferson
Choose to work with Tony because of his expertise and specializations. To learn more about how he can serve you, call (678) 569-7780 or email to firstname.lastname@example.org. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.