Anthony Lupo, CFP®
Financial Analyst
About
Anthony has been part of the Tilson team since 2010, and in that time he’s become one of the firm’s most trusted voices on research, analysis, and financial planning. His approach is methodical and thoughtful. He’s the kind of advisor who thinks everything through, debates investment ideas with the team, and doesn’t move forward until the strategy is sound. For clients, that means every recommendation has been stress-tested, every projection grounded in discipline, and every plan built with care.
EXPERIENCE
Anthony’s day-to-day work includes research and analysis, portfolio rebalancing, and the development of comprehensive financial plans. He serves on both the firm’s financial planning and investment committees, contributing to the collaborative, planning-led culture that sets Tilson apart. Anthony is particularly committed to the principle that every client receives the same level of attention and service, regardless of account size. Whether he’s delivering good news on a retirement projection or helping a family think through a difficult decision, he brings consistency, fairness, and genuine care to every interaction.
Credentials and Education
CERTIFIED FINANCIAL PLANNER™ (CFP®). Bachelor of Arts in Economics and Psychology, Cum Laude, Rutgers University.
Beyond The Office
Anthony lives in Wood-Ridge, NJ with his wife, Kelly, and their two young sons. He spends his free time outdoors with his family, tackling DIY projects, and watching (or playing) just about any sport he can find time for.
More from the team
Tilson Financial Group brings clarity, confidence, and presence when it counts.
The Tilson Financial Group, Inc. is a Registered Investment Adviser registered with the Securities and Exchange Commission. The material provided is for educational purposes.
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