Anthony
Saffer

One Degree Advisors, Inc

CRD#3259751
Investment Advisor
in San Diego, CA
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About this Advisor

Anthony Saffer is a certified financial planner in San Diego, California. Currently a registered financial advisor at One Degree Advisors, Inc, they have gathered 20 years of practice in the financial advisory industry. Saffer has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Saffer is able to advise clients in California. Throughout their career, Saffer has worked at Financial Network, Various Insurance Carriers, Cetera Advisor Networks LLC, Securities America Inc and One Degree Advisors, Inc. One Degree Advisors, Inc is headquartered in San Diego, California. Overall, One Degree Advisors, Inc manages $156 million in assets throughout 613 accounts and employs seven staff members. The amount of assets the firm manages places it among the mid-sized firms in the United States. The firm manages 608 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 17% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. One Degree Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions, Others

Disclosures

Yes

Office Location

8880 Rio San Diego Drive Ste 1000
San Diego, CA 92108-1634

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One Degree Advisors, Inc Brokerage Details

Total Assets Under Management

$169,702,068

CA Average: $7,578,581,321
Total Number of Employees

9

CA Average: 43
Total Number of Accounts

693

CA Average: 3,727
Average Account Size

$244,880

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Anthony Saffer Work History

Anthony has 20 years of experience.

2014 - Present (5 years)

Securities America Inc

2014 - Present (5 years)

One Degree Advisors, Inc

1998 - Present (21 years)

Various Insurance Carriers

2013 - 2014 (1 year)

Cetera Advisor Networks LLC

2006 - 2012 (6 years)

Financial Network

Disclosures

Anthony Saffer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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