Anthony Syracuse, CFP®
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Anthony Syracuse, CFP®
Hi, I’m Anthony – a CFP® and father of three.
I started Dynamic Financial Planning to educate and empower high-earning professionals, like you, by offering solid advice beginning with a one-year personalized program to build your financial architecture. I didn't like how AUM (assets under management) kept people from getting advice they need in their critical wealth building years.
I'm here to give you clarity and confidence by implementing the right financial architecture to optimize your wealth building so you have more options to do what you want in life. It's an opportunity for high earners to control their debt/spending and make the shift to building assets. It's also an opportunity for those with substantial assets to take the right steps to protect what they've earned for their partner or family.
I'm easy going and enjoy working with my clients virtually or in-person at times that are convenient for them. At the end of the day, my goal is to earn your trust and give you the financial house that you deserve. One that will not only help you optimize your long-term returns and protect what you've worked so hard for, but also one that will help you enjoy life!
Let's connect.
Here's a link to my calendar for you: https://www.dynamic-fp.com/schedule
Wishing you all the best in your career and in life!
Serving clients with virtual planning nationwide:
New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago
In-person planning available for: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale
I started Dynamic Financial Planning to educate and empower high-earning professionals, like you, by offering solid advice beginning with a one-year personalized program to build your financial architecture. I didn't like how AUM (assets under management) kept people from getting advice they need in their critical wealth building years.
I'm here to give you clarity and confidence by implementing the right financial architecture to optimize your wealth building so you have more options to do what you want in life. It's an opportunity for high earners to control their debt/spending and make the shift to building assets. It's also an opportunity for those with substantial assets to take the right steps to protect what they've earned for their partner or family.
I'm easy going and enjoy working with my clients virtually or in-person at times that are convenient for them. At the end of the day, my goal is to earn your trust and give you the financial house that you deserve. One that will not only help you optimize your long-term returns and protect what you've worked so hard for, but also one that will help you enjoy life!
Let's connect.
Here's a link to my calendar for you: https://www.dynamic-fp.com/schedule
Wishing you all the best in your career and in life!
Serving clients with virtual planning nationwide:
New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago
In-person planning available for: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale
Clients who would be a good fit
High earning professional (>$250,000 dual income) with equity compensation and starting a family.
Clients who wouldNOTbe a good fit
Retirees and executives.
Minimum Financial Requirements
Annual Income
$200,000
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Flat Fee/Retainer
$5,000
Percentage of Assets (AUM)
0.9% to 0.5%
One-Time Financial Planning Fee
$2,500
Subscription
$5,000
Hourly Rate
$450
Meeting Options
Video meetings
Phone
Email
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
