Anthony Gaiffe is a financial advisor with Accel Wealth Managment with nearly two decades of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ professional, he always puts the client’s interests first and upholds a high level of ethics and professionalism. He has the knowledge and experience to offer comprehensive financial planning through a holistic lens. Tony is also experienced in retirement planning, investment analysis, fiscal education, income analysis and portfolio management. He enjoys the opportunity his career offers him to help people strengthen and preserve their wealth through goals-based financial planning.
Anthony first started his career as a registered representative with T. Rowe Price in 1999. After working within the retirement plan division for a few years, he moved into T. Rowe Price’s Advisory Services division. Within this division, Anthony was able to obtain additional licenses, expand his knowledge, and improve the company’s retirement planning tools and processes. In 2005 Anthony moved to Phoenix, Arizona and went to work with Charles Schwab. Over the course of his seven years at Charles Schwab, he worked as an active trader with high net worth clients and as an Associate Portfolio Consultant in Schwab’s Private Client division. After moving to Iowa in 2012 and working as a Director of Research for Hawkins Wealth Management, he joined Premier Advisors LLC in 2013.
Anthony resides in Cedar Rapids, Iowa with his wife, Liz, and their two children. Outside of the office, he enjoys spending time with his family, traveling, reading, and playing cards.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.