Anthony Calomeni of Heffernan Financial Services recognized as one of LPL Financial's top financial advisors
Anthony Calomeni, a financial advisor at Heffernan Financial Services in Walnut Creek, has been recognized with inclusion in LPL Financial's Masters Club Program for 2025. This achievement acknowledges his excellence in financial guidance, particularly serving clients in the Bay Area with comprehensive wealth management services.
Calomeni provides services including investment management, retirement planning, tax planning, charitable giving, and estate planning. With a 10-year affiliation with LPL Financial, he has demonstrated significant success in transforming clients' financial aspirations into concrete results.
Julian Lopez, LPL's Executive Vice President of Independent Advisor Services Client Success, praised Calomeni's outstanding achievements in 2024 and his success in elevating his business across the Bay Area. Through LPL's platform, Calomeni leverages the firm's services, support, and tools while focusing on building relationships and delivering personalized financial advice.
Anthony Calomeni, un consulente finanziario presso Heffernan Financial Services a Walnut Creek, è stato riconosciuto con l'inclusione nel Masters Club Program di LPL Financial per il 2025. Questo traguardo riconosce la sua eccellenza nell'assistenza finanziaria, in particolare nel servire i clienti nella Bay Area con servizi completi di gestione patrimoniale.
Calomeni offre servizi che includono gestione degli investimenti, pianificazione della pensione, pianificazione fiscale, donazioni benefiche e pianificazione patrimoniale. Con un'affiliazione di 10 anni con LPL Financial, ha dimostrato un notevole successo nel trasformare le aspirazioni finanziarie dei clienti in risultati concreti.
Julian Lopez, Vicepresidente Esecutivo dei Servizi per Consulenti Indipendenti di LPL, ha elogiato i risultati eccezionali di Calomeni nel 2024 e il suo successo nell'elevare la sua attività in tutta la Bay Area. Attraverso la piattaforma di LPL, Calomeni sfrutta i servizi, il supporto e gli strumenti dell'azienda, concentrandosi sulla costruzione di relazioni e sulla fornitura di consulenze finanziarie personalizzate.
Anthony Calomeni, un asesor financiero en Heffernan Financial Services en Walnut Creek, ha sido reconocido por su inclusión en el Masters Club Program de LPL Financial para 2025. Este logro reconoce su excelencia en la orientación financiera, especialmente al servir a clientes en el Bay Area con servicios integrales de gestión de patrimonio.
Calomeni proporciona servicios que incluyen gestión de inversiones, planificación de jubilación, planificación fiscal, donaciones benéficas y planificación patrimonial. Con una afiliación de 10 años a LPL Financial, ha demostrado un éxito significativo al transformar las aspiraciones financieras de los clientes en resultados concretos.
Julian Lopez, Vicepresidente Ejecutivo de Servicios para Asesores Independientes de LPL, elogió los logros excepcionales de Calomeni en 2024 y su éxito en elevar su negocio en toda el área de la bahía. A través de la plataforma de LPL, Calomeni aprovecha los servicios, el apoyo y las herramientas de la empresa, mientras se centra en construir relaciones y ofrecer asesoramiento financiero personalizado.
앤서니 칼로메니(Anthony Calomeni)는 월넛 크릭에 있는 헤퍼넌 파이낸셜 서비스(Heffernan Financial Services)에서 재무 상담사로 활동하고 있으며, 2025년 LPL 금융의 마스터스 클럽 프로그램에 포함된 것으로 인정받았습니다. 이 성과는 특히 베이 지역의 고객들에게 종합적인 자산 관리 서비스를 제공하며 그의 재무 상담에서의 뛰어난 성과를 인정합니다.
칼로메니는 투자 관리, 은퇴 계획, 세금 계획, 자선 기부 및 재산 계획을 포함한 서비스를 제공합니다. LPL 금융과 10년의 협력을 통해 그는 고객의 재무 목표를 구체적인 결과로 전환하는 데 상당한 성공을 거두었습니다.
LPL의 독립 자문 서비스 고객 성공 부문 부사장인 줄리안 로페즈(Julian Lopez)는 2024년 칼로메니의 뛰어난 성과와 그가 베이 지역 전역에서 비즈니스를 발전시키는 데에 성공했다고 칭찬했습니다. LPL의 플랫폼을 통해 칼로메니는 회사의 서비스, 지원 및 도구를 활용하면서 관계 구축과 개인화된 재무 조언 제공에 집중하고 있습니다.
Anthony Calomeni, conseiller financier chez Heffernan Financial Services à Walnut Creek, a été reconnu pour son inclusion au sein du Masters Club Program de LPL Financial pour 2025. Cette réalisation reconnaît son excellence dans le conseil financier, notamment en servant des clients dans la Bay Area avec des services de gestion de patrimoine complets.
Calomeni propose des services incluant la gestion des investissements, la planification de la retraite, la planification fiscale, les dons de charité et la planification successorale. Avec une affiliation de 10 ans à LPL Financial, il a démontré un succès considérable dans la transformation des aspirations financières de ses clients en résultats concrets.
Julian Lopez, vice-président exécutif des services aux conseillers indépendants chez LPL, a salué les réalisations exceptionnelles de Calomeni en 2024 et son succès à faire progresser son activité dans toute la Bay Area. Grâce à la plateforme de LPL, Calomeni tire parti des services, du soutien et des outils de la société tout en se concentrant sur l'établissement de relations et la fourniture de conseils financiers personnalisés.
Anthony Calomeni, ein Finanzberater bei Heffernan Financial Services in Walnut Creek, wurde für 2025 in das Masters Club Program von LPL Financial aufgenommen. Diese Auszeichnung würdigt seine Exzellenz in der finanziellen Beratung, insbesondere bei der Betreuung von Kunden im Bay Area mit umfassenden Vermögensverwaltungsdiensten.
Calomeni bietet Dienstleistungen an, die Investmentmanagement, Altersvorsorgeplanung, Steuerplanung, gemeinnützige Spenden und Nachlassplanung umfassen. Mit einer 10-jährigen Zugehörigkeit zu LPL Financial hat er bedeutende Erfolge bei der Verwirklichung der finanziellen Ziele seiner Kunden erzielt.
Julian Lopez, der Executive Vice President für die Dienstleistungen unabhängiger Beratungsdienste bei LPL, lobte Calomenis herausragende Leistungen im Jahr 2024 und seinen Erfolg, sein Geschäft in der gesamten Bay Area voranzutreiben. Durch die Plattform von LPL nutzt Calomeni die Dienstleistungen, den Support und die Werkzeuge des Unternehmens, während er sich auf den Aufbau von Beziehungen und die Bereitstellung personalisierter Finanzberatung konzentriert.
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Anthony Calomeni serves clients based in the Bay Area, providing comprehensive wealth management services, including: investment management, retirement planning, tax planning, charitable giving, estate planning.
"On behalf of the entire team at LPL, I am thrilled to congratulate Anthony on his outstanding achievements in 2024," said Julian Lopez, LPL's Executive Vice President of Independent Advisor Services Client Success. "Anthony has elevated his business across the Bay Area. Their professional guidance has been crucial in empowering his clients to transform their financial dreams into tangible outcomes."
Anthony Calomeni has been affiliated with LPL Financial, a leading wealth management firm, for 10 years. Through LPL, financial advisors are empowered to focus on their unique skills in building relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support, and tools to help increase operational efficiency and power business growth.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial (LPL), a registered investment adviser and broker-dealer, member FINRA/SIPC.
LPL Financial and its affiliated companies provide financial services only from
Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment adviser representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.
*Achievement is based on annual production among LPL-affiliated investment programs only.
Anthony Calomeni is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. GRP, Heffernan Retirement Services and Heffernan Financial Services are separate and non-affiliated with LPL Financial.
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SOURCE Heffernan Financial Services
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