Tony Petsis

Tony Petsis, CLU ChFC, is a seasoned financial professional with extensive experience in financial, retirement, and estate planning. As the Founder and President of Anthony Petsis & Associates since 1989 and currently also serving at Osaic, Tony focuses on wealth creation through comprehensive financial strategies, including investments and retirement planning. With a strong background as a Chartered Life Underwriter and Chartered Financial Consultant, Tony has also held leadership roles at Signator Investors, Inc. and Transamerica, with expertise in constructing client-centric financial planning practices. Additionally, Tony has shared insights as a keynote speaker at national broker-dealer conferences, emphasizing his commitment to empowering both clients and colleagues in their financial journeys. Education includes degrees in Communications from Lycoming College and Financial Planning and Estate Planning from the American College.