Anthony Bertrami, M.S., CLU®
Anthony (Tony) Bertrami is a Financial Representative working out of the Melville office of Forest Hills Financial Group (FHFG) His primary goal is to listen to his client’s financial dreams and objectives, and help them create a strategy for meeting them. He defines this strategy as wealth accumulation, and strongly believes regardless of a client’s needs or stage of life, this strategy can help them better build and preserve wealth to protect themselves and the people they care about. Many factors and circumstances in life can erode wealth far too easily; and Tony offers his clients proven financial strategies to help minimize the impact of unexpected life events. He works together with his clients to assess their situation before designing and implementing a plan with their objectives guiding every decision. As situations change, he continues to evaluate his client’s financial strategy, building long-lasting relationships along the way.
Tony entered the life insurance business in 1972 after spending five years in higher education as a Dean of Students in various colleges within the State University of New York. He holds a Bachelor of Science degree from the State University of Oswego and a Master of Science degree from the State University at Albany.
In 1976, Tony received his Chartered Life Underwriter (CLU®) designation. He was appointed a Senior Sales Consultant with The Guardian Life Insurance Company in 1986, and was elected President of Guardian’s Leaders Club Executive Committee in 1998 (a once in a lifetime achievement award). Tony is a life and qualifying member of the prestigious Million Dollar Round Table (MDRT) and also a member of the Court of the Table. In addition, he has been a consistent qualifier for Guardian’s President’s Council and Elite Producers Group.
With close to forty years experience in the financial services industry, Tony feels the key to his success over the years has been building a significant networking system where he has become the focal point in assisting in the growth of his client’s businesses. He has lectured extensively to industrial, professional and charitable organizations on the topics of advanced business planning and advanced estate planning.
Tony has two children, Nicole and Jason, and resides with his wife Marilyn in Woodbury, New York.
Registered Representative and Financial Advisor of Park Avenue Securities