Anthony J. Santoro Esq.
Anthony joined the team at Arista Wealth Advisors in 2018. Anthony works with clients to develop plans focused in the areas of wealth transfer, retirement, investment, tax, and estate planning.
He has more than 6 years of experience in the industry, providing comprehensive financial advice to executives of various fortune 500 companies. Anthony worked for The Ayco Company, L.P., A Goldman Sachs Company in Albany, NY. Anthony’s primary role was to provide estate and income tax planning. After, he served as Director of Financial Planning for a local investment firm that manages over $500 million of assets
Anthony is also Of Counsel at the Law Firm of Burke & Casserly P.C., where he focuses his practice on elder law, trusts and estates, and tax planning & preparation.
Anthony obtained his bachelor’s degree from SUNY Albany and his Juris Doctorate degree from Albany Law School. Anthony is admitted to the New York State Bar Association and a member of the Elder Law and Special Needs Section.
Additionally, Anthony currently holds his FINRA securities licenses Series 7 and Series 66 and is a member of the Financial Planning Association.
The Marriage of Trusts and Retirement Asset Planning in Modern Practice New York State Bar Association, Elder and Special Needs Law Journal, Spring 2019