05/12/2026
With more than a decade of experience in the financial services industry, Anthony R. Sergio Jr., ChFC® is dedicated to helping individuals, families, and business owners pursue financial confidence and long-term success.
Anthony recently earned his ChFC® designation from The American College of Financial Services in 2026, further strengthening his commitment to delivering thoughtful guidance and personalized strategies to his clients.
For the past 10 years with 1847Financial, Anthony has built his practice around a simple but powerful philosophy: every client deserves a tailored approach. Beginning each relationship with a blank slate and an open mind, he works collaboratively with clients to objectively explore their options and develop strategies aligned with their unique goals and circumstances.
Specializing in wealth management, retirement planning, business succession planning, and protection strategies, Anthony is passionate about helping clients realize they have the power to succeed financially and enjoy retirement to its fullest potential.
Inspired by his father’s path in the industry, Anthony continues to build upon a legacy rooted in relationships, trust, and meaningful impact. Outside of work, he enjoys golf, basketball, and cheering on Philadelphia sports teams — especially the Eagles.
We’re proud to recognize Anthony for his dedication to serving clients with purpose, integrity, and care.