Anthony (Tony) Engrassia, ChFC, LUTCF, CFF in

Anthony (Tony) Engrassia, ChFC, LUTCF, CFF

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Financial Planner at Prosperity Capital Advisors
📍 Rocky Mount, North Carolina, United States

Anthony (Tony) Engrassia is the Founder and CEO of Wealth Management Strategies, Inc. With over 30 years of experience, he specializes in holistic retirement planning and is the creator of The Strategic Freedom Process™. He holds a Bachelor of Science from the University of South Florida.

He lives in the Tampa Bay area with his wife. In their personal time, they both enjoy boating and traveling.

He developed The Strategic Freedom Process™, a proprietary methodology designed to coordinate all aspects of a clients financial life.

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Experience
33 Years
Current Role
Financial Planner
Job Level
Leadership
Location
Rocky Mount, North Carolina, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Anthony cares about

Holistic Financial Planning
His entire professional focus is on his proprietary "Strategic Freedom Process™, " which coordinates investments, taxes, insurance, and estate planning to work together.
Retirement Income
Specializes in helping individuals and families navigate the complex financial decisions required to prepare for retirement and protect their financial legacy.
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Career

Work history

8-2018
Financial Planner
Prosperity Capital Advisors
1-2000
CEO
Wealth Management Strategies, Inc.
7-1992 - 8-2018
Financial Advisor
Mutual of Omaha
In the press

Media appearances

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Education
1983 - 1988
Bachelor of Science - BS
University of South Florida
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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