Broker Check

Tony Uccelli, MBA®

(650) 592-3355

  • 33 years of experience as insurance advisor & investment registered representative
  • 25 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

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people develop the tools and knowledge they need in order to prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help provide you with the tools and knowledge you need to address your needs of today and for many years to come. We look forward to working with you.

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