Antonio Financial Group is an independent RIA firm that serves clients in North Carolina along, with those in San Diego, Orange, and Los Angeles counties. Its clients receive financial planning services on an hourly, as-needed basis. The company also offers reviews of existing portfolios and insurance policies, along with straightforward investment recommendations. The firm gives clients referrals to legal and tax professionals when necessary. Antonio Financial Group was founded by CFP Robert Antonio, a financial advisor with experience working at multiple banks and advisories.
Irvine, CA 92612