Anthony Pennise, CFP®

Senior Wealth Strategist
Anthony Pennise, CFP<sup>®</sup>

Anthony brings over 25 years of experience in financial services to his role as Relationship Manager.

As a relationship manager, Anthony is responsible for the efficient administration of trust and investment management accounts for our high-net worth families. In addition to providing expert advice and counsel to our clients, Anthony specializes in financial planning and estate planning guidance to help clients shape and secure their financial future.

Prior to joining First American, Anthony was a Vice President Financial Consultant for Charles Schwab and Company where he served their Private Clients focusing on retirement and estate planning and assisting with portfolio management. Anthony has held Series 7, 63 and 66 securities industry designations as well as a New Jersey Life and Health license. Anthony also acts as a fiduciary and is a CERTIFIED FINANCIAL PLANNER.

Anthony lives in central New Jersey with his wife Maria and two children Anthony James and Gabriella. The family recently welcomed a new addition to their family, a Mini Pincher named Nugget. He has coached local soccer, basketball, and baseball teams in his town for over ten years. He is currently training for his next sprint triathlon. Anthony and his wife Maria are involved with JDFR (Juvenile Diabetes Research Foundation) and Give Kids the World.