Anthony F. Prieto, Jr., CFP

Anthony F. Prieto, Jr., CFP has extensive experience in the field of settlement services and retirement planning. From July 2008 to the present, they have served as the President of Synergy Settlement Services, where they specialize in managing complex settlement issues such as lien resolution, Medicare compliance, settlement planning techniques, and tax deferral mechanisms for legal fees. Prior to this, from June 1996 to April 2008, Anthony worked as a Retirement Planning Specialist at The Gabor Agency, Inc. During their time there, they were responsible for designing employer-sponsored insurance plans for over 2000 employees, including those at the University of South Florida and Florida State University.

Anthony F. Prieto, Jr., CFP began their education in 1989 at Gaither High School, where they completed their secondary education. From 1991 to 1996, they attended Florida State University, obtaining a Bachelor's of Science degree in Political Science and Government. During their time at Florida State, they also earned a Certificate in Financial Planning. Additionally, Anthony F. Prieto, Jr., CFP holds a certification as a Certified Financial Planner from the CFP Board of Standards in Denver, CO. The specific month and year they obtained this certification is not provided.