Print
PDF

Meet The Team


359982 portraitRobert G. Antonio, CFP®

Founder & President

Background:

Robert is founder & president of the Antonio Financial Group. Prior to founding AFG, he worked in various capacities on both the institutional and retail side of the investment industry. His career began at Fidelity Investments in North Carolina along with stints at Edward Jones Investments, Wells Fargo Bank, N.A. and Wells Fargo Advisors.

Over time, he developed a great interest in advising clients without the pressures of the traditional broker relationship. It was very clear to him that the industry was neglecting their role in meeting the needs of their clients, which become the catalyst for AFG's inception.

University of North Carolina at Chapel Hill

B.A. Economics

University of California Irvine Extension

Personal Financial Planning Certification Program

University of California Los Angeles Extension

Taxation Curriculum

Primary job activities: Financial Planning & Investment Management

Licenses held:

FINRA Licenses 7 and 66

California Life & Disability and Variable Annuities

* all licenses are in good standing

 


Thomas Antonio thomas fall

Official mascot of the Antonio Financial Group

Although Thomas does not report daily to the office, he does visit from time to time. He enjoys long walks and playtime with other dogs.

Thomas was whelped in Idaho and is a full bred Scottish Terrier with show breed winning lineage.