About Anthony Syracuse, CFP®
Dynamic FP delivers better advice and service for the Next Generation. We guide you on the path to building and preserving wealth and you enjoy the freedom that follows.
Whether you are a Millennial with an inheritance and want to learn, a HENRY (high earner not rich yet) and want the roadmap, or an individual or young family that wants to preserve wealth, we partner with you.
I was born and raised in Arizona and graduated from the University of Arizona with a Bachelor of Science degree from the Eller College of Management business school and the McGuire Entrepreneurship Program.
I earned the CERTIFIED FINANCIAL PLANNER™ designation and spent almost a decade working for the wealthiest families at Northern Trust in Chicago and Los Angeles and at a premiere family office in Beverly Hills.
I deeply valued the relationships with my clients, but I was missing important moments with my family. I finally decided to take a break to spend more time with my wife and care for my newborn daughter at home.
This time away helped me bring clarity to my vision. Create balance in my life by building a better fee-only firm for me and my NextGen clients. Deliver advice that allows them to enjoy life and give them back their time to do more of what matters most.
I currently reside in Scottsdale, Arizona with my wife and two young children, but Dynamic FP will reach you wherever you are.
The difference at Dynamic FP is that we not only build your financial plan with you and manage your investments smarter, but we actually care about your vision. Most importantly, our process can help you make it a reality.
Let’s make a plan and start to build your legacy together today.