Tony Cardinal, AIF®, Principal
Tony has been assisting clients with retirement plan design for nearly 20 years. He manages the retirement department at Financial Concepts. Tony works with retirement plan clients in the areas of plan design, plan fiduciary compliance and investment oversight. He expands his concentration to include executive compensation and business succession planning.
Tony is an Investment Adviser Representative and the Chief Compliance Officer for Financial Concepts, a Registered Investment Advisor. Tony is also a Registered Representative of NFP Securities, Inc. Member FINRA/SIPC. Tony has earned at the Accredited Investment Fiduciary™ (AIF®) professional Designation from the center of Fiduciary Studies.
Tony firmly believes that the key to Financial Concepts culture and success has been based on Integrity. He is confident that clients can rely on our advice to be specific to the client’s needs and goals.
“Our team of dedicated professionals partner with you to understand your business.”