Meet our financial advisors:


Trusted advice, one click away.
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.
Book Your Complimentary Financial Review
Retirement and investment options:
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Retirement and investment planning.
Our financial advisors have over 69 years of combined knowledge and retirement planning experience.
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Insurance planning.
Our financial advisors are prepared to offer life insurance due to its importance for financial planning.
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401(k) rollover strategies.
Our financial advisors will help you navigate which 401(k) rollover strategy is right for you.
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Education funding.
Our financial advisors can help you prepare for your children's or grandchildren's education.
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Stocks, bonds, mutual funds.
Our financial advisors can guide you into the best portfolio for your retirement goals.

Do you know how much you should be saving for retirement? Our retirement calculator can let you know if you are on track.
Your savings goal will also be impacted by how much you plan to spend in retirement. To estimate how much you should be saving, try our retirement calculator.
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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)
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