Anthony Pesce, CFP® , CLU® , ChFC® in

Anthony Pesce, CFP® , CLU® , ChFC®

Questioner · DISC type c
Financial Advisor at Prudential Financial
📍 Valhalla, New York, United States

Anthony Pesce is a Financial Advisor at Prudential, operating as Pesce Financial. He specializes in helping individuals, couples, and families achieve their long-term financial goals through personalized investment strategies. He holds a Bachelor of Fine Arts from Marist University and is a Certified Financial Planner.

Outside of his financial practice, Anthony shows a strong commitment to community well-being. He actively educates his network on fraud prevention and expresses gratitude for military veterans, highlighting a dedication to service and protection. His fine arts background suggests a creative and unique perspective.

Unique fact: Anthony combines his financial expertise with a creative background, holding a Bachelor of Fine Arts.

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Experience
25 Years
Current Role
Financial Advisor
Location
Valhalla, New York, United States
Personality Overview

How Anthony shows up

Cautious & Analytical
Value Seeker
Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions. They prefer to analyze every situation thoroughly.


Priorities

Topics Anthony cares about

Financial Fraud Prevention
Frequently posts educational content about identifying and avoiding financial scams, especially during high-risk periods like holidays.
Long-term Planning
His mission is to help families grow their assets for the long term, focusing on disciplined and diversified strategies to build financial confidence.
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Career

Work history

5-2000
Financial Advisor
Prudential Financial
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1996 - 2000
Bachelor of Fine Arts (B.F.A.)
Marist University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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