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Anthony Farella

Anthony Farella

Principal at Rockbridge Investment Management, LCC

Syracuse, NY , United States

About

Anthony Farella is a Principal at Rockbridge Investment Management in Syracuse, NY, where he focuses on delivering tailored financial planning and investment management solutions to individuals and families. His responsibilities include constructing diversified investment portfolios, advising on retirement strategies, and simplifying clients’ complex financial situations, with an emphasis on long-term asset allocation and wealth preservation.

Previously, Anthony served as Vice President at RJR Associates, where he developed expertise in comprehensive financial planning and client relationship management over an eight-year tenure. At Rockbridge, his work emphasizes public equities, fixed income, and multi-asset portfolios, guiding clients through market cycles and aligning investments with their life goals.

Anthony holds the CFP® designation in Financial Planning from the College for Financial Planning and a BA in Economics from Syracuse University. He is also a graduate of Leadership Greater Syracuse, underscoring his commitment to professional excellence and community involvement. He is recognized for his client-centric approach and dedication to enhancing the financial well-being of those he serves.

Career History

OrganizationRoleDate RangeDetails
Rockbridge Investment ManagementPrincipalJan 2008 to Present
Fee Only Financial Planner and Investment Manager
RJR AssociatesVPJun 2001 to Jul 2009
Financial Planner

Education

Leadership Greater Syracuse

2006 2007

College for Financial Planning

CFP Designation, Financial Planning

2000 2002

Syracuse University

BA, Economics

1986 1992

Skills & Expertise

Asset Management
Financial Planning
Retirement Planning
Strategic Financial Planning
Asset Managment
Investments
Investment Management
Mutual Funds
Wealth
Financial Planners
Estate Planning
Public Speaking
Non-profits
Risk Management
Strategic Financial
Customer Service
Social Media
Non Profits
Sales
Microsoft Office
Project Management

Others at Rockbridge Investment Management, LCC (1)

NameRoleLocation
Craig Buckhout
Craig Buckhout
PrincipalNY , United States

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