Anthony Dinverno, CFP®

Partner, Wealth Advisor & Chief Technology Officer

With the precise, problem-solving mindset of an engineer and genuine care for people, Anthony Dinverno considers the full range of emotional and financial factors to help families enjoy a full life.

Anthony is grateful to his father, Armond Dinverno, for encouraging him to explore alternate career options. During his years as an engineer with an HVAC firm in suburban Chicago, Anthony enjoyed building systems to precise specifications, but he missed direct interaction with the people who ultimately benefited from those designs. As a result, he has grown a special appreciation for the personally rewarding work of financial planning. “I get to problem solve and interact with people regularly. I’m excited to come to work every day.”

As a Wealth Advisor, Anthony brings his experience to help a diverse group of individuals and families reap the benefits of their life’s work. He first seeks to understand their vision for the future, and then he works closely with the client to design a financial plan that will bring it to life. This plan is the guide against which Anthony helps his clients weigh each personal and business decision—from saving for kids’ and grandkids’ education to deciding whether to make a change in their residence.

The transition to retirement is a watershed event that impacts everyone differently and one that Anthony helps to make easier. Most clients often have some anxiety over how much they need to fund their retirement and enjoy a full life. By showing the effects that various decisions could have on their financial goals, Anthony empowers clients to choose the right plan for them.

Anthony also helps to prepare families for life in retirement. One main focus is ensuring that clients are retiring to something and not just from something. Additionally, he educates them about their options regarding how and when to take distributions from their various investment accounts.

Anthony received his BA in engineering with a minor in business from the University of Illinois at Urbana-Champaign. He earned his CERTIFIED FINANCIAL PLANNER™ certification through the DePaul University School of Continuing and Professional Education. As a member of the Financial Planners Association, he attends conferences regularly to learn from and share best practices with other members of the wealth management community.

He has served as a member of the Schwab Technology, Operations and Service Advisory Board from 2017 to 2019. Anthony has contributed his financial planning insights as a panelist at the Financial Planning Association National Conference and other industry conferences.

If you need the peace of mind that comes from knowing an astute financial advisor has developed a plan for you and is managing your investments, contact Anthony.


Discover more about how we can help you enjoy a full life.