Meet Your Advisor

Anthony J. Rossetti, CFP - President

Gerard Fagnant

Anthony J. Rossetti, CFP , CRPC - President and Founding Member

Penn State University, B.S. Finance
College of Financial Planning - Financial Planning Curriculum

- Principal of Heritage Financial Services, LLC

- Active Member of the Financial Planning Association

Prior Career Experience

- Past President and 4-year Board Member of the Financial Planning Association, Central Florida chapter

- Investment Advisor Representative with National Financial Resources, Equity Services Financial Advisors, and Raymond James Financial Services

- Registered Representative with AXA Advisors, LLC and Raymond James Financial Services, Inc.

- Mortgage Banking Analyst with Central Florida Investments

- Credit Analyst with Osceola National Bank (Colonial Bank)