Anthony Szefler

Anthony Szefler, CFP®, has been serving as a Certified Financial Planner at The Financial Guys since October 2020 and at Independent Solutions Wealth Management, LLC since December 2022. Additionally, Anthony holds the title of Registered Representative at PEAK since October 2020. Prior experience includes a role as a Wealth Management Associate at Independent Solutions Wealth Management, LLC from September 2018 to September 2019. Anthony earned a Bachelor of Science degree in Finance from the University at Buffalo, completing studies in May 2020, and furthered education at The American College of Financial Services from January 2022 to May 2023. Anthony's educational background also includes attendance at Istituto Lorenzo de'​ Medici and graduation from Lancaster High School in June 2016.