Anthony Calomeni is a Vice President at Heffernan Financial Services. Anthony is a knowledgeable, experienced advisor who has been servicing his clients for over 20 years. He specializes in retirement income planning strategies for working professionals, retirees, and business owners and has direct responsibility for a number of the Firm’s clients.
Anthony focuses on providing his clients with a goals based investment plan to help them work toward achieving their long and short term investment goals. Anthony believes in ensuring his clients have a plan in place to help them save for retirement to support their lifestyle and goals. Anthony works closely with his clients to help them understand the financial markets, create a personalized investment plan based on their risk comfort zone, and recommend ongoing adjustments to the plan in response to market and lifestyle changes.
During Anthony’s career, he has held positions at Edward Jones, Raymond James Financial Services, National City Bank, and UnionBanc Investment Services.
His academic credentials include a Bachelor of Business Administration degree in Sales and Business Marketing from Western Michigan University. He also holds a Series 7 securities registration with LPL Financial, a Series 66 registration with LPL Financial and Global Retirement Partners, as well as his California State Life and Health Insurance licenses.
Anthony resides in Morgan Hill with his wife Nicole and their three children, where he enjoys spending time with his family.