Anthony Velarde, CFP®
Location: Chatsworth, Granada Hills, and Santa Clarita
Anthony Velarde is a Wealth Advisor with Wealth Management Group, based in the Credit Union’s Chatsworth Branch. Anthony has over eight years of experience in the financial services industry, which allows him to help individuals and families with portfolio modeling, retirement planning, and wealth management.
Prior to joining Premier America Wealth Management Group, Anthony spent a few years as a banker with Premier America Credit Union. As a graduate of UCLA, he brings his studies in both science and the arts to deliver an intelligent, yet personal approach to wealth management. Anthony lives in Santa Clarita with his wife and enjoys playing golf and collecting sports cards in his spare time.
Licenses and Registrations
Anthony is licensed to sell insurance products in AZ, CA, FL, GA, ID, IL, IA, KS, MI, MS, NM, NV, OK, OR, SD, and TX. CA License #0I37233. He also holds his Series 7 and 66 through LPL Financial and is a CERTIFIED FINANCIAL PLANNER ™ professional.