Antone S. Bulich, III

Managing Partner

LANGUAGES SPOKEN
English
CURRENTLY BASED IN
Santa Rosa
contact

Antone graduated from the University of Nevada, Reno while earning his Bachelor of Science in Business Administration with a Major in Finance, Minors in Economics and European History. His career in the financial advising industry began in 2011. As a financial advisor he has worked with individuals and small businesses to craft diversified portfolios, financial plans, and retirement plan construction. First and foremost as an advisor, he believes being a good steward of client assets is an important part of the asset management process while still trying to achieve quality returns to grow client wealth. Establishing goals, creating a plan, and applying a disciplined approach will provide the greatest chance of success towards achieving one's retirement goals.

As a financial advisor he has worked with individuals and small businesses to craft diversified portfolios, financial plans, and retirement plan construction..

Personal Life

Outside of work, he enjoys staying fit by playing basketball, golf, and spending quality time with friends to maintain a balanced life.