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Anthony J. Engrassia, NSSA®, NAMSMAP, Certified Financial Fiduciary®

Anthony J. Engrassia, NSSA®, NAMSMAP, Certified Financial Fiduciary®

Holistic Planner

Anthony began his career with Wealth Management Strategies, Inc. in 2017 after graduating from North Carolina State University. As an associate advisor, Anthony performs risk analysis to mitigate and manage risks while also preparing project and productivity reports and ensuring compliance with quality and safety requirements in order to identify opportunities for future business development.

Anthony holds membership in the National Association of Certified Financial Fiduciaries (CFF®), demonstrating his acquisition of specialized expertise in fiduciary standards. This designation underscores his commitment to prioritizing the best interests of clients, as mandated by a stringent code of conduct that upholds the utmost standards of professionalism within the financial services industry. He has also completed the educational requirements of the National Association of Medicare Supplement and Medicare Advantage Producers, Inc. (NAMSMAP). As a member of NAMSMAP, he has demonstrated a willingness to achieve educational goals beyond normal insurance industry standards. Anthony has his life & health license along with his LTC/Medicare license. He is now working toward getting his CFP and CFA to go more analytical.

Outside of the office, Anthony enjoys spending time with his wife, Kathryn, and his 2 dogs, Zoey and Piper. He also enjoys watching and playing sports, weather it’s on TV or helping coach in Little League. Anthony is also a Rotaract Chair which helps the governor publicize and administer the Rotaract program and create new clubs. It also advances effective club practices and sustainable service projects, develops relationships between Rotaract clubs and their sponsor Rotary clubs, and plans districtwide projects, events, and training sessions for incoming Rotaract club officers and the district Rotaract representative.