Anthony Alfieri, CPA

Financial Consultant 

 

Anthony Alfieri is a CPA and financial consultant. He began his career in 1996 with local accounting firm, Belfint, Lyons, & Shuman. He received his Certified Public Accounting certificate from the State of Delaware in 1997. Soon after, he was promoted to In-Charge Accountant. His responsibilities included managing various types of engagements such as Non-Profit Auditing, Construction Accounting, Tax Preparation, and Financial Planning. As a CPA, he provided tax, accounting, and investment services to individuals and corporations. While performing these services, he realized there was a need for a tax professional in the financial services market. In 2000, Anthony decided to take the opportunity to use the knowledge he had previously gained and apply that to the financial services market in order to offer his clients a comprehensive strategy for their financial services needs by joining Rockwell Associates.  In 2012, Anthony officially opened his own branch, Alfieri & Associates.  By 2016, he joined the team at LPL Financial  where he continues to address the ever changing needs of the people around him.  He has expanded his business focus to include: the growing retired population's estate and retirement planning needs; small companies' business continuation and compensation requirements; and individual families' protection and wealth accumulation needs. His proficiency in the tax, estate, and investment arena is an asset to his clients. 

Anthony grew up in Wilmington, DE where he attended St. Mary Magdalen grade school, Brandywine High School, and the University of Delaware. As a lifelong Delaware resident, Anthony enjoys being involved and actively participating in organizations that provide significant benefit to the community. His relationship with the Ministry of Caring began in 1997 when he worked at Belfint, Lyons, & Shuman performing their audit. In 2001, he decided to volunteer his knowledge and experience to the MOC by joining their Finance Committee. He served on this for several years before joining the Board of Directors, where he currently serves as their Audit Chairman. Anthony resides in Landenberg, PA with his wife and two children.