Anthony J. Engrassia, NSSA®, Certified Financial Fiduciary® (CF2®)

Anthony J. Engrassia is a dedicated financial planner in our Rocky Mount office at Wealth Management Strategies, Inc., a holistic financial planning firm focused on helping clients make thoughtful, well-coordinated financial decisions.

Anthony works closely with individuals and families to support retirement income planning, tax-aware strategies, investment management, and long-term planning within the firm’s Strategic Freedom Process™. Our approach emphasizes clarity, discipline, and understanding, helping clients feel confident in their decisions.

Anthony has been serving clients since 2017 after graduating from North Carolina State University. He holds the Series 65 license and is a member of the National Association of Certified Financial Fiduciaries (CF2®) a credential that reflects his commitment to always act in his clients’ best interests. He is also affiliated with the National Association of Medicare Supplement and Medicare Advantage Producers, Inc. (NAMSMAP) and is licensed in life, health, and LTC/Medicare insurance. Currently, Anthony is further expanding his expertise by working toward his CFP® designation.

Outside of work, Anthony enjoys spending time with his wife, Kathryn, and their two dogs, Zoey and Piper. He’s passionate about sports whether it’s watching a game or coaching Little League. Anthony also serves as a Rotaract Chair, where he helps build and strengthen Rotaract clubs, support sustainable service projects, and foster strong ties between Rotaract and Rotary organizations throughout the district.