Antonio Porretta, MBA, AAMS®
Independent Wealth Manager
Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. He has spent over 15 years working with individuals and managing investment portfolios in several states across the country. Antonio has been affiliated with LPL Financial for the past 5 years and has achieved the status of Freedom Club Member; this distinction is based on annual production among approximately 14,000 advisors registered nationwide and exemplifies leadership in the financial industry.
Originally from Rochester, NY, Antonio has been a resident of Harrisburg, NC since 2007. Outside of work, he enjoys playing soccer and tennis, coaching, and spending time with his family; wife, Laura and children Cristiano, Victoria and Matteo.
Affiliations:
St. James Catholic Church
Business Recognition:
LPL Financial; Freedom Club Member
Services Include – but are not limited to:
Retirement Income Planning, Investment Management, Asset Allocation, Long Term Financial Planning, 401(k) Rollover
Most Recent Passport Stamp:
London
Education:
Rochester Institute of Technology; Saunders School of Business, 2007; Executive MBA