Anthony Juliano is a Founder and Wealth Advisor at Trillium Wealth. Anthony believes that respect and work ethic are the cornerstones of success. His dedication to helping clients understand and thoughtfully approach their finances is at the heart of his work as a financial advisor. He is a Certified Financial Planner (CFP®) and is proud to provide wealth planning services aligned with the professional standards of the CFP Board. He is committed to being genuine and transparent with his clients to help them make informed decisions.
Anthony is passionate about his work, enjoying the opportunity to meet new people and help clients achieve their financial goals.
Education and Credentials:
- Bachelor of Arts in Economics with a Business minor, Gettysburg College
- Certified Financial Planner (CFP®)
Personal Life and Interests:
- Originally from Lancaster, PA, Anthony and his wife Gemma now reside in Media, PA, and they welcomed their a daughter to their family in November of 2024
- Family enjoys time at the beach in South Bethany, travel, and sports
- Hobbies include playing and watching sports, cooking, and traveling
- Actively involved in the Gettysburg College Football Alumni Association and the Greater Philadelphia Chamber of Commerce Young Professionals Council (YPC)
CA Insurance License #4289176
