Tony Gomez in

Tony Gomez

Critic · DISC type C
Founder & Wealth Management Advisor at AMG Wealth Management
📍 Melville, New York, United States

Tony Gomez is the Founder and CEO of AMG Wealth Management, a CERTIFIED FINANCIAL PLANNER™ holding six advanced professional designations. A graduate of Hofstra University with a Master of Science, he focuses on creating tailored financial solutions for his clients. Colleagues describe him as passionate, knowledgeable, intelligent, and a leader in his field.

He holds six advanced designations, including CFP®, AEP®, RICP®, CLU®, ChFC®, and CAP®, showcasing deep expertise across financial planning.

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Experience
12 Years
Current Role
Founder & Wealth Management Advisor
Job Level
Leadership
Location
Melville, New York, United States
Personality Overview

How Tony shows up

ROI Driven
Objective Thinker
Precise

They don’t appreciate bells and whistles unless backed by data. They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often.

Priorities

Topics Tony cares about

Holistic Financial Planning
As a CFP® professional, he focuses on creating comprehensive financial plans catered to an individual's specific style and goals.
Retirement Savings
He actively posts about the importance of 401(k)s and helps clients build robust and effective long-term retirement savings strategies.
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Career

Work history

7-2014
Founder & Wealth Management Advisor
AMG Wealth Management
7-2014
CERTIFIED FINANCIAL PLANNER™ Professional
Northwestern Mutual
2-2013 - 7-2014
Tax Planning Advisor
Freedom Advisors Tax & Financial Planning
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2011 - 2013
Masters of Science (M.S.F.)
Hofstra University
Financial Planning and Services
The American College of Financial Services
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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AIS Info
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