About The Agbay Group
Anthony D. Agbay, CFP®, AIF®
As a Certified Financial Planner (CFP®) and a Chartered Retirement Plans Specialist (as recognized by the College of Financial Planning) and with over 20 years of experience, Anthony concentrates on the design and implementation of total wealth management strategies. He also has tremendous experience in the areas of retirement and estate planning and tax minimization strategies.
Not only is he experienced in advising employees on their 401(k), 403(b) and other retirement plan options, Anthony designs, implements and advises employers on corporate retirement plan strategies. Understanding that employers focus on ensuring a compliant plan while participants focus on sustainable income throughout retirement, he combines the two goals to create a successful plan for both parties.
He is an Accredited Investment Fiduciary® which is the first and only professional designation that demonstrates one’s knowledge and competency in the area of fiduciary responsibility. It was named one of the ten most wanted designations in the investment industry by Financial Planning magazine.
Anthony has been conducting seminars and educational workshops for businesses and universities across the country. He has spoken at several seminars hosted by the Detroit Free Press and WWJ NewsRadio 950. Anthony has also provided market updates and commentary for various media outlets including: WWJ, WJR, The Detroit Free Press and the Mirror Newspapers of Metro Detroit. Most recently, he was interviewed by the nationally televised FOX Business news channel.
Anthony received his Bachelors of Science in Finance with a concentration in Economics and Spanish from Drexel University in Philadelphia, Pennsylvania. He was co-captain and pitcher for the Drexel baseball team.
Active outside the company as well, Anthony involves himself in a variety of church, community and volunteer activities. He also served as a member and Mayor Pro Tem of the Berkley City Council.