Anthony Gonzalez RICP, CLTC, CLU®,ChFC®,CFP®

Critic
DISC Type : C

Financial Advisor at Northwestern Mutual

Hamden, Connecticut, United States

Overview

Anthony Gonzalez is a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Management Advisor with Northwestern Mutual. Holding an MBA from Centenary University, he focuses on developing enduring client relationships by providing expert guidance for a lifetime of financial security.

Originally from Morristown, NJ, Anthony now lives there with his wife, Lauren, and their two children, Emilia and Anthony. In his personal time, he is an avid reader, enjoys playing golf, and loves spending quality time with his family.

Before his career in finance, Anthony worked as a high school teacher at Jefferson Township High School.

Personality Overview

Precise

Objective Thinker

ROI Driven

They enjoy working alone and do not rely on others very often.  Unless the value is proven by data, they are unlikely to value fancy features. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Lifelong Financial Security
His stated mission is to provide clients with expert guidance to achieve financial security for a lifetime, focusing on long-term relationships.
Holistic Wealth Management
He helps find tailored solutions for personal, family, and business needs through in-depth financial analysis and a disciplined, needs-based approach.
Market Dynamics
He shares content on macroeconomic trends, such as Federal Reserve policies and their impact on inflation and the labor market.

Media Appearances

Anthony has no verified media appearances

Work History

12-2008
Financial Advisor at Northwestern Mutual
8-2005 - 8-2008
Teacher at Jefferson Township High School

Education

2011 - 2014
CFP from The American College of Financial Services
2008 - 2011
MBA from Centenary University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Hamden, Connecticut, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
URL has been copied!

Insights For Selling To Anthony

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready for penetrating questions and critical examination of your pitch
  • Tell them what ROI they can expect

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anthony is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Anthony

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Anthony move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Anthony take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Anthony

Personality Compatibility


Other Northwestern Mutual Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.