Meet our financial advisors:


A trusted voice
Anthony D'Astice, CRC®Anthony D'Astice, CRC®
Book an Appointment
Phone: 602.375.7350
Email: anthony.dastice@copperstatewm.com
Anthony T. Rocha, CRC®Anthony T. Rocha, CRC®
Book an Appointment
Phone: 623.580.6009
Email: anthony.rocha@copperstatewm.com
Check the background of your financial professional on FINRA's BrokerCheck.
Retirement and Investment Options:
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Retirement planning
Our financial advisors have over 69 years of combined knowledge and retirement planning experience.
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Insurance
Plan for the unexpected. Our financial advisors offer several insurance options for you to review, including life insurance.
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401(k) and IRA rollovers
Our financial advisors will help you navigate what type of rollover strategy is right for you, whether you're consolidating accounts or switching jobs.
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Education savings options
Explore Education Savings Accounts (ESA), 529 plans and more.
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Stocks, bonds, mutual funds and annuities
Our financial advisors can guide you into the best portfolio for your retirement goals.

How much of a nest egg will you need?
Estimate your savings needs with our retirement calculator.
Related Resources
Disclosure
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. Copper State Wealth Management, Copper State Credit Union, Securities America, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice.
Click here for a copy of PFG Advisors' Relationship Summary (Form CRS)
Click here for a copy of Securities America, Inc's Relationship Summary (Form CRS)
Not NCUA Insured • No Credit Union Guarantee • May Lose Value