Anthony Criscuolo is a senior wealth manager for Bluerock Wealth Management, where he works closely with clients nationwide addressing all aspects of their investment and financial planning needs. Anthony is a CERTIFIED FINANCIAL PLANNER® and an IRS Enrolled Agent, and has experience developing investment and tax planning strategies that seamlessly integrate into our clients’ comprehensive financial plans.
Prior to joining Bluerock, Anthony served as a senior adviser and Chief Investment Officer of a large national Registered Investment Adviser (RIA) catering to high-net-worth and ultra-high-net-worth families. Anthony is deeply passionate about building enduring relationships – often over multiple generations of a family – and being highly engaged in all aspects of their financial affairs.
“Financial planning is really a people business – and simply put, I love helping people organize their financial affairs and solve complex financial issues. I often find that I benefit as much from having deep and long-term relationships with clients as I hope they benefit from my advice and guidance. Good financial planning is not just a service or a one-time event, it's really a relationship that develops and evolves over time. I love building these great relationships, and being a friend and trusted adviser to our clients as we help them navigate all of the financial challenges and opportunities that may arise.”
A native Floridian, Anthony graduated summa cum laude from the University of Florida with a degree in finance and minors in leadership and entrepreneurship. Anthony moved to the Atlanta area in 2018 and is now active in the north-metro communities, including East Cobb, where he currently lives with his wife and three children. In his spare time, and in between swim meets for his kids, Anthony enjoys hiking and spending time in the north Georgia mountains with his family.