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Anthony Z
ChFC®, Series 63
Caldwell, TX
Caldwell Investment Services LLC
Anthony Zaccagnino is a financial advisor with Caldwell Investment Services LLC in Caldwell, TX. He holds the ChFC® designation and a Series 63 license, with 15 years of industry experience. Prior to his current role, he served 14 years at the U.S. State Department and has been retired from the department since 2020. He also works as a non-employee instructor with Management Concepts, Inc., providing financial and training classes for government and military entities. Caldwell Investment Services LLC offers portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and investment selection, employing a range of strategies including long- and short-term trading and options.
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