WALNUT
CREEK, Calif., Jan. 28, 2025 /PRNewswire/ --
Anthony Calomeni, a financial
advisor at Heffernan Financial Services in Walnut Creek today announced that his
achievements have been recognized with inclusion in LPL Financial's
Masters Club Program* for 2025. This distinction celebrates a
select group of advisors who have achieved excellence in financial
guidance. It is more important than ever that Americans have
an experienced financial partner by their side who understands
their unique needs and can help them create and follow a plan for
their future.
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 $1.7
trillion in brokerage and advisory assets on behalf of 6
million Americans. The firm provides a wide range of advisor
affiliation models, investment solutions, fintech tools, and
practice management services, ensuring that advisors and
institutions have the flexibility to choose the business model,
services, and technology resources they need to run thriving
businesses. For further information about LPL, please
visit www.lpl.com
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 the United
States.
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
