Tony Savarese began his career in 1977 as one of the youngest stock brokers in the Coachella Valley. Educated at American schools in Europe and Mexico, Tony completed his BA at United States International University in San Diego and immediately went on to the American Graduate School of International Management (Thunderbird School of Global Management) in Glendale, Arizona, where he received his Master of International Management. To launch his career, Tony made a commitment of long hours and hard work. To date, his professional designations include a Life, Disability, and Variable Insurance Licenses in Arizona (2336059), California (0A08129), Colorado (854983), and Florida (W290844). He also maintains the following FINRA Designations:
Series 24 General Securities Principal
Series 65 Uniform Investment Adviser (Law Exam)
Series 4 Registered Options Principal
Series 7 General Securities Representative
Series 63 Uniform Securities Agent (State Law Exam)
Tony brings a diverse educational, cross-cultural, and professional experience to his profession. Throughout his career, he has always been of service to the public at large. Early in his career, Tony gave daily market reports on KDES and KCMJ (Coachella Valley) and has had several articles on investment strategies published in local newspapers in San Diego. Tony “Went Independent” in 1988, after 11 years at 2 major brokerage firms. After several years, he and his youngest brother decided to form an office (about 10 Financial Advisors) for Spelman & Co., Inc in the Rancho Bernardo community of San Diego. Shortly thereafter, he was tapped by AIG Advisor Group to manage a new concept of office dubbed the Transition Suite. This consisted of approximately 15 brokers transitioning from working at a major wire house to understanding how the independent Financial Advisor works. After 3 years, Tony returned to private practice in the La Mesa area.
A veteran of several “Bear Markets” (including the Crash of ‘87 and the “Great Recession” of 2008/2009) makes him a seasoned professional who understands many of the needs and concerns of the Professional, Owners of Small to Medium -size Corporations, High Net Worth Individuals, and those who are retired or close to retiring. His focus lies in 401(k)/Profit Sharing Plans (turnkey optional) and Fee-based Money Management. His expertise in the Capital Markets, combined with his ability to tailor investment programs to each individuals needs, has helped him build a solid client base. The large number of referrals he receives from satisfied clients is a testament to his success.