Senior Financial Advisor
Tony Karpowich, Senior Financial Advisor, has been financially advising clients for the past 30 years. He holds the designation of Chartered Retirement Planning Counselor (CRPC), specializing in financially advising people who are nearing retirement as well as those who have already retired. He also maintains the designation Accredited Asset Management Specialist (AAMS).
While proper asset allocation, diversification, and the importance of time are crucial to financial success and well-being, Tony believes that building lasting relationships with his clients goes a long way toward improving overall success. He prides himself on being accessible and in the education of his clients. He believes maintaining a high standard of accessibility is comforting to clients; clients know that he is always there for them and his door is always open. According to Tony, educating clients about the nuances and intricacies of investing and the markets is what a good financial advisor naturally does for clients.
Tony resides in Toms River with his wife of 32 years, JoAnn Banas Karpowich. They have two children, Brandon and Brianna. Brandon graduated from the University of Pennsylvania (Wharton) and specializes in strategy and finance for Fremantle, a television production conglomerate in Burbank, California. Brianna recently graduated from Washington & Lee University as a Johnson Scholar and currently is studying for her Masters of Divinity at Duke University.