Anthony Frezza is a CFP® professional with 26 years of industry experience, currently serving at Advanced Tax & Investments, Inc. since 2003. He is also the founder and principal of Asset Architects, a wealth advisory firm in Orlando, FL, where he oversees tax, insurance, financial planning, and asset management services. Advanced Tax & Investments, Inc. offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and business entities. The firm integrates tax preparation and payroll services with its advisory offerings and uses a combination of technical, quantitative, and fundamental analysis to manage client portfolios.

Anthony Frezza is a financial advisor at Advanced Tax & Investments, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at The Alliance Group and Ernst & Young. Outside of his advisory role, he owns A8 Enterprises LLC, where he advises on technical accounting and business operations. Advanced Tax & Investments, Inc. provides personalized financial planning and discretionary investment management for individuals, high-net-worth clients, and business entities, integrating tax preparation, compliance, and payroll services. The firm combines advisory services with accounting and tax expertise, using a data-driven investment approach monitored through client-specific Investment Policy Statements.