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Anthony V
CFP®, Series 66
Woodland Hills, CA
Raymond James Financial
Anthony Velarde Jr. is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Premier America Credit Union and LPL Financial. Velarde also operates Velarde Wealth Partners, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.
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