Anthony Pallotta, CPA, CFP
Tony, one of the three founders of GPS Financial Group LLC, has been in the financial services industry since 1991. He spent the first 7 years of his career in traditional accounting positions after graduating from John Carroll University with a bachelor’s degree in accounting. After a death in the family, Tony engaged a CFP to assist in building the family’s new financial plan. He was so impressed with the financial planning process, he made a career change.
Tony earned his CPA (Certified Public Accountant) in 1987 and in 1994 added the CFP designation. He likes to approach financial planning and investment decisions from an after-tax perspective. After all, it’s not how much you make; it’s ultimately how much you keep.
His membership in the Ohio Society of CPAs and the Northeast Ohio Financial Planning Association help Tony stay current with trends and regulations.
Tony resides in Bay Village with his wife, Wendy, a grade school teacher, and daughters Caroline and Allie.