Anthony
Anthony Cipolla started Cipolla Financial Advisors in 2012, because he is a passionate fan of money. He loves the risk/reward system of the markets, the incredible power of leverage, and understanding how to maximize tax efficiency. Most of all, he loves how clarity and confidence around finances can give people greater freedom and the ability to enjoy their lives. (Finding a loose Jackson or two in between the sofa cushions isn’t bad, either.)
He earned a Bachelor’s Degree in Business from Sonoma State University with a with an emphasis in Finance and Economics. He also holds his CLTC and LUTCF certifications*. For over twenty years, Anthony Cipolla has been helping his clients live the best life possible with the money they have. Through planning and education, he strives to empower clients to make wise financial decisions.
Anthony lives in Windsor with his wife Nicole, and daughters Mia and Valentina. He spends most weekends either grilling and smoking meat or making “pies” in his pizza oven. He also enjoys biking through Windsor and taking his boat out onto Lake Sonoma (when there isn’t a drought). After spending many weekends at his daughters’ cheerleading competitions, it is his persisting ambition to do a cartwheel.
* CLTC®
Mr. Cipolla has earned the right to use the CLTC designation. CLTC stands for "Certified in Long-Term Care," a designation granted by the Certification for Long-Term Care. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of extended care planning, demonstrating competency in the following areas: Long-term care services, Medicare/Medicaid, VA Benefits, Self-funding, All LTC insurance plan types, Partnership plans, Tax benefits.
The designees must take continuing education in order to maintain active status. Continuing education requirements vary from state to state. State regulators granted the program continuing education credits after determining the course provides essential information necessary for making a proper long-term care insurance sale. The Certified in Long-Term Care (CLTC®) designation is a certification awarded to professionals who complete the CLTC® course work and pass the final exam. The CLTC® designation requires the completion of the CLTC® renewal course or state-mandated Long-Term care training every two years. The designation was created in 1999 and is recognized and supported by The American College, NAIFA and most major insurance carriers.
*LUTCF®
Mr. Cipolla has earned the designation of LUTCF®. The Life Underwriter Training Council Fellow (LUTCF®) is a certification awarded by the National Association of Insurance and Financial Advisors (NAIFA), in partnership with the College for Financial Planning, to professionals who complete the LUTCF® three-course curriculum and pass three qualifying exams. The LUTCF® certification requires 3 hours of ethics-related continuing education every 2 years for designees who earned their credential on or after 1/1/2010. Effective July 1, 2015, the LUTCF® certification is no longer administered in conjunction with The American College.