MBA, CFP ®, CERTIFIED FINANCIAL PLANNER ™
Tony Stumpo is a Financial Planner serving the Greater Grand Rapids area. He received his Bachelor’s degree from Grand Valley State University in 2008 & 2010 followed by his MBA fromin 2017.
He began working as a Financial Advisor in 2018. Tony is an advocate for holistic financial planning and believes there are many non-financial elements that need to be taken into consideration when building financial plans. In addition to investment strategies, Tony is licensed to assist with life, long-term care, disability, and other types of insurance.
When Tony is not in the office he can usually be found at the gym where he enjoys working out and the sense of community. He can also be found traveling the country playing competitive dodgeball. He enjoys spending time with his wife and dog and will do just about anything that keeps him active. Tony holds the series 7 and 66 securities licenses as well as life, health, accident, and variable product insurance licenses.