Aif® Tony Saemai Cpfa®

Tony Saemai, AIF®, CPFA®, has extensive work experience in the financial industry. Tony began their career in 2004 as a Project Research Analyst at the San Francisco Center for Economic Development. In 2006, they joined Morgan Stanley as a Vice President and Portfolio Manager. Tony worked at Morgan Stanley until 2013 when they joined SeaCrest Wealth Management as a Senior Portfolio Manager and Director of Corporate Retirement Plans. Prior to their financial career, Tony also gained experience as an Event Organizer at UStar Productions, LLC. Tony's expertise and experience make him a valuable asset in the financial industry.

Tony Saemai holds a Bachelor of Science (B.S.) in Corporate Finance & Financial Accounting from San Francisco State University. Tony also obtained a Professional Certification in Financial Planning & Portfolio Management from the New York Institute of Finance.

In addition to their educational background, Tony Saemai has obtained several certifications, including the Accredited Investment Fiduciary (AIF®) from Fi360 and the Certified Plan Fiduciary Advisor (CPFA®) from the National Association of Plan Advisors. Tony also holds certifications in Financial Planning and Portfolio Management from the New York Institute of Finance, an Insurance License as a California Life and Health Agent, and licenses including the Series 63, Series 65, and Series 7 License, which qualify him in various areas of securities and investment advisory law.