About My Practice
Robert G. Antonio, CFP® is President & Founder of the Antonio Financial Group, a Fee-Only Registered Investment Advisory (RIA) firm. AFG provides objective financial planning and investment guidance on an hourly, as-needed basis to individuals, families, businesses, trusts, and non-profits without regard to any minimum account size and or income level. As a member of the Garrett Planning Network, AFG prides itself on offering truly independent advice without receiving commissions or selling any financial products. The only compensation received by the firm are fees paid by clients and no one else.
What We Offer
As-needed financial planning on an hourly, Fee-Only basis
Asset management services using no-load, commission-free investments
Review of existing financial investments, wills and insurance policies
Straightforward, objective recommendations for investment strategy and selection, college funding, debt reduction and retirement planning
Referral to other trusted professionals for legal and accounting services when needed
Second opinion of your current investments and financial strategy
Convenient, flexible hours
How We Work
We offer our clients a free initial Get Acquainted Meeting, which can be conducted in person or by phone. There is no obligation.
For hourly engagements, we will give you an estimate, up-front, of the expected fee and will not go over that level without your permission.
You can choose how much we do for you. You can implement the plan yourself or we can assist you.
We can work together in person, by phone or via email.
Annual check-ups are recommended, but not required.
The Antonio Financial Group was founded on the basis of providing unbiased financial planning advice not ordinarily available in most traditional financial advisory relationships. True financial planning need not be about buying expensive financial products, it should be about giving the client actionable objective advice that can be implemented. AFG takes a personal and professional consultative approach to meeting the changing needs of their clients.
Robert is involved with the Financial Planning Association (FPA) of Orange County and serves on several committees that include: Allied Professionals and Pro-Bono. He is also active with the Long Beach Chamber of Commerce. On his free time, he enjoys playing the piano, museums, golf, the company of good friends, spending time with family, outdoor activities, traveling, as well as dining out. He has a Scottish Terrier named Thomas, who has joined him on various traveling adventures through 7 different states.
Robert offers a complimentary, no-obligation “Get Acquainted” meeting to determine if your needs and his services are a good match. If you live outside of California, Robert would be happy to work with you “virtually” via email, the telephone and web conferences. Simply call or email Robert for an appointment.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Robert enjoys the unique personal aspect of helping
clients assess, identify, plan and implement for the various stages of
their financial lives. Prior to entering the financial services
industry, Robert served his country honorably in the United States Navy
as an Information Systems Technician onboard the USS Constellation
(CV-64) and was deployed to the Middle East during Operation Iraqi
Freedom. It was in the Navy where Robert began his investing pursuit.
Initially self-taught through books and the internet, he received his
formal education at the University of North Carolina at Chapel Hill,
where he graduated with his Bachelors Degree in Economics. Since then,
he has worked in the industry in various roles at firms such as Fidelity
Investments and Wells Fargo Bank. Additionally, he began investing in
real estate at the age of 20. Until now, he currently owns and manages
properties in San Diego, CA and Chapel Hill, NC. He truly enjoys sharing
his personal experiences in investing with individuals mystified by
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: CA, Health/disability insurance: CA, Variable annuities: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
N/A We do not receive any commissions, referral fees or other financial payments from financial companies or affiliates, we are only compensated by our clients.
Considerations: We do not have asset minimums for financial planning services
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.