Working Together for Your Wellbeing

We look forward to helping you achieve your financial goals.

Tony Battaglia

Financial Advisor

I'm Tony Battaglia, a Financial Advisor with over 28 years of experience helping individuals, families, and business owners make confident decisions about their financial future.

My focus is in comprehensive wealth planning, investment management, retirement strategies, and risk management—always tailored to your unique goals.

My approach is personal and consultative, built on trust, education, and long-term relationships.

Outside of work, I enjoy spending time with my family and supporting their educational and athletic pursuits—reminding me every day why thoughtful planning matters.

CA State License

OB97020

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

Leave this empty:

Thank you for your submission!