Tony Cerone CFP®

Vice President and Financial Advisor - Omaha

Tony is a CERTIFIED FINANCIAL PLANNERTM who brings a high level of planning and investment experience to our firm. He has a long history of meeting the diverse comprehensive planning needs of clients at Deloitte, Merrill Lynch and Lutz Financial, before joining our firm. Tony graduated from Nebraska Wesleyan University with a bachelor’s degree in economics. He later earned a Master’s degree with a focus on tax and financial planning from San Diego State University. Additionally, Tony serves as a mentor to our newly accredited planners.