One Degree Advisors, Inc
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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
Years of Experience
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One Degree Advisors, Inc Brokerage Details
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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.
Securities America Inc
One Degree Advisors, Inc
Cetera Advisor Networks LLC
Various Insurance Carriers
Anthony Saffer has disclosures.
Please visit their SEC profile for more details.