Wealth Consultants

Anthony Bacarella, AIF, CWS, CFS
Tony has been with Sigma Financial Corporation since 1994, where he has held various roles, including managing the Trading and Operation divisions, and is a registered principal of the firm. In 1998 he launched the financial planning division, Case Planning, at Sigma and is currently the Sr. Vice President of this division. In this role, Tony oversees the firm's financial, investment, and insurance planning activities. He also oversees corporate investment and financial planning training initiatives. Along with his duties at Sigma, he enjoys providing comprehensive planning, investment advice, and wealth management solutions to individuals, families, and small business owners.  Before joining Sigma, Tony was a registered representative with Robert Thomas Securities, an affiliate of Raymond James Financial.  He earned a Bachelor's of Arts degree in Management from Siena Heights University, graduating with Cum Laude honors and received an accounting accreditation. In addition, Tony holds the Series 7, 24, 63, 65, and Life Insurance licenses and the Accredited Investment Fiduciary (AIF), the Certified Wealth Strategist (CWS), and Certified Fund Specialist (CFS) designations.  In his personal life, he enjoys spending time with his family participating in several outdoor activities, including snow skiing and wake surfing. In addition, Tony has been piloting general aviation aircraft as a hobby since 2008.

To visit Tony's LinkedIn page, click here.