Anthony D. Criscuolo, CFP®, EA, has extensive experience in our firm’s tax, investment management, estate planning and accounting practices. He provides a wide range of services to our clients, including asset allocation and investment analyses, cash flow projections, retirement plans, tax planning and preparation, and estate planning and administration. Anthony is also a member of the firm's investment committee, helping to oversee more than $1.4 billion in client assets, including all aspects of investment strategy, portfolio management, due diligence and manager selection.
Anthony supervises the staff of client service professionals in the firm’s Fort Lauderdale headquarters, where he is based. Anthony became a full-time member of our client service staff in January 2008 and has been a client service manager since 2011.
Anthony is a CERTIFIED FINANCIAL PLANNER™ and an IRS Enrolled Agent, and has been quoted as a financial expert by many leading publications, including Forbes, The Wall Street Journal, MarketWatch, Reuters and U.S. News & World Report. He is also a frequent contributor to the firm’s Sentinel newsletter. His recent articles have included:
- “Form 5500: What Happens When You Hit 100 Participants?” (March 2017, online edition)
- “Maritime Taxes: Saving Money On The Water” (August 2016, online edition)
- “Overlooked Tax Changes Are Coming In 2016” (February 2016, online edition)
- “Talking About Money: The Family Meeting” (July 2015, online edition) and
- “Medicare Surtax Planning” (November 2013, online edition, co-authored with Melinda Kibler).
Anthony also contributed several chapters to our firm’s book, Looking Ahead: Life, Family, Wealth and Business After 55, including: Chapter 7, “Grandchildren” (co-authored with Rebecca Pavese), Chapter 9, “Life Insurance” (co-authored with Shomari Hearn) and Chapter 15, “Investment Approaches And Philosophy” (co-authored with Paul Jacobs).
Anthony graduated summa cum laude from the University of Florida’s Warrington College of Business Administration with a degree in finance and minors in leadership and entrepreneurship. A native Floridian, Anthony grew up, and currently resides, in nearby Plantation with his wife and three children. He remains engaged within the local community and is a graduate of the Fort Lauderdale Chamber of Commerce Leadership Fort Lauderdale program, Class XXII.
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