Biagini Grassi Advisory Group LLC has an experienced team of advisors with diverse backgrounds and experiences. By collaborating and relying on their multiple strengths, they can share unique viewpoints and discover multiple opportunities for their clients.
Beyond their decades of experience, Mark V. Biagini and Anthony Grassi, Jr. hold the following advanced credentials:
CERTIFIED FINANCIAL PLANNER™ Certification
Mark holds the CERTIFIED FINANCIAL PLANNER™ certification. Not all financial planners are certified. In fact, only a select group of planners have fulfilled the rigorous requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ professional.
This certification means a financial advisor has met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, confidentiality, professionalism, and diligence when working with clients. CERTIFIED FINANCIAL PLANNER™ professionals are held to the highest of standards in terms of ethics and responsibility. All practitioners must abide by a strict code of professional conduct and ethical responsibilities.
Certified Wealth Strategist® (CWS®)
Anthony is a Certified Wealth Strategist®, a designation that recognizes advisors who have a thorough understanding of the issues surrounding effective wealth advising and can address clients’ diverse wealth management needs.
With this designation, Anthony has the technical knowledge, client communication skills, and practice management know-how to develop a wealth management process that effectively works for clients with complex wealth needs. He strives to become his clients’ most trusted advisor.
Certified Wealth Preservation Planner (CWPP™)
Mark and Anthony both hold the Certified Wealth Preservation Planner designation. A Certified Wealth Preservation Planner is armed with thorough knowledge regarding advanced estate planning, financial planning, income planning, and asset protection. This credential focuses on effective strategies for preserving wealth through financial planning.