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Client Centered

Our business is built on a foundation of thoughtful client relationships.

"An investment in knowledge pays the best interest." -Benjamin Franklin

Insurance

We create strategies that are tailored to your needs and goals.

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Investments

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Our Process

Years of experience have prepared us to guide you through your life transitions.

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Where Do you Want Your Financial Roadmap to Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Tony Uccelli Agency, we strive to create a personalized financial road map that helps guide you towards your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Meet Tony

Tony Uccelli, MBA®

(650) 592-3355

tuccelli@wisdirect.com

  • 28 years experience as insurance/investment broker & advisor
  • 20 years as independent – access to vast array of products without proprietary pushes or limitations
  • Extensive background in mutual funds & variable products
  • Thorough knowledge of life, health and disability programs
  • Constructed/managed client portfolios consisting of individual equities, bonds, and mutual funds
  • Designed life, health, and disability programs for both individuals and groups – covering thousands of lives
  • Specialization in wide range of retirement/qualified plans
  • Experienced in many aspects of both estate and business planning

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