Anthony Syracuse, CFP®

Dynamic FP

My Background

Prior to starting Dynamic FP, I spent a decade working with the wealthiest families at Northern Trust in Chicago and Los Angeles and at a family office in Beverly Hills, CA.

I specialized in exceptional client service and designing better investment portfolios to help clients achieve their goals. The problem for me was that the wealth management business model only allowed me to serve those that were already ultra-wealthy.

This encouraged me to search for more and rethink my purpose.

What unconventional approach would allow me to serve the up-and-comers, the families of creators that were making sacrifices now on their path to building something special?

These people deserve better advice and I wanted to share my perspective with them.

I decided to trek my own path to design a unique and flexible approach that provides this type of access. I want to do it differently. I want to educate and empower my clients and deliver advice with full transparency and honesty. I want to grow with my clients and build a partnership that helps them achieve more while they focus on what matters most.

About Me

Money is emotions. It’s difficult to manage this connection on your own no matter how much you have. My message for you is to take control and stop worrying. Go do the things that you enjoy and be present for important moments with your friends and family. Don’t check your accounts daily. Don’t always wonder if you have enough.

Our process of planning and investing allows you to take a step back to prioritize and focus on what is most important to you. Besides your health, there is nothing more important to help you live a full life than making a solid financial plan. That’s where we step in and partner with you.

My wife and I moved back to Scottsdale, AZ after being away for the last decade. It has been wonderful to reconnect with friends and family in the desert. We have two small children and enjoy the hiking trails in our backyard, eating great Mexican food, and testing our skills on the pickleball courts. In the summer, we look forward to cooler temperatures at the beach and on the water sailing in Southern California.

Experience

A decade of working with ultra-high-net-worth individuals and families.

• At Northern Trust in Chicago and in Los Angeles
• Family office in Beverly Hills, CA

Certifications & Education

• Certified Financial Planner™
• Bachelor of Science, University of Arizona
• Eller College of Management & The McGuire Center for Entrepreneurship