Anthony Trias

As a CERTIFIED FINANCIAL PLANNER™ professional, I am driven by a passion for helping others achieve their financial goals through a personalized and comprehensive approach to life planning.

With over 17 years of experience in the financial industry, I serve as a trusted advisor to high net worth families, independent women, car enthusiasts, and families navigating the complexities of special needs planning. My focus is on empowering clients to make informed decisions by offering tailored strategies in areas such as retirement planning, investment management, tax-efficient solutions, insurance implementation, charitable giving, and intergenerational wealth transfer.

I am committed to addressing the unique financial challenges faced by families with special needs, ensuring their future security and peace of mind. By combining expertise with empathy, I help clients build a financial roadmap that aligns with their values, priorities, and long-term aspirations.

On a personal note, I am a Bay Area native, residing in Marin County with my wife and two kids. In my free time, I enjoy exploring local adventures with my family, staying active to achieve my fitness goals, watching UFC, and indulging my passion for automotive experiences.

CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

CA License# 0G22124