Anthony Gorman,
CFP® Financial AdvisorAnthony Gorman guides clients along their financial journey by helping them first understand the basics of budgeting and planning so they design a financial plan to build wealth and not outlive their money.
Before joining Beyond Wealth Advisors, Anthony was a financial advisor for seven years at Waddell & Reed.
Anthony and his wife have four grown children.
In his spare time Anthony enjoys Jiu Jitsu, fishing and dog rescue and training.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
