Tony Ricci

Specialties

Tony Ricci, CFP is now a Certified Covered CA insurance agent that can help with Health Insurance plans in and out of the exchange under the «Affordable Care Act», «Obama Care».

Tony Ricci is a trusted Certified Financial Planner who will give professional expertise for all your insurance and investment needs.

His years of experience have assisted many individuals and small business owners with employee benefits, investment advice and retirement management.

Specialties

Life Insurance, Health Insurance, Dental Insurance, Disability Insurance, Long Term Care Insurance, Medicare Supplements and Medicare Advantage plans.

Also… Leaving your Company? Don’t leave your 401(k) behind… Talk to Tony about Rolling into your own IRA.

History

Established in 1980.

Tony has been at the same office and location since 1980 helping people and businesses with their insurance and investment needs. All business is confidential and handled on a personal basis.

Tony is a Certified Financial Planner. The CFP certification mark identifies individuals who have met education, examination, experience and ethic standards established by the Certified Financial Planner Board of Standards.

Anyone can call themselves a «financial planner,» but only those who have fulfilled the certification and annual licensing requirements of the CFP Board can use its certification mark. The CFP mark identifies persons who are dedicated to a high level of professionalism.

Tony Ricci also recommends

North Coast Cleaners

55

reviews

Laveries, Pressing et Nettoyage à sec

Tony Ricci says,

«They are the best dry cleaners around! I drive out of my way to have my clothes dry cleaned, laundry, and altered there.»

Signarama

16

reviews

Création d’enseigne

,

Imprimerie & Graveurs

,

Design Graphique

Tony Ricci says,

«Steve and his employees take care of business and provide great work for all the people I recommend to them.»