Your Road Map To Endless Horizons.
Anthony D'Astice, CRC® | Financial Advisor
Anthony has been in the financial services industry for over 25 years helping individuals and business owners with their retirement, investing and insurance needs. Since 2004, Anthony has been providing dependable and professional advice for members.
Anthony’s experience through the different market cycles has given him a strong insight into the ever changing markets and how an investor can position themselves based on current market conditions, risk tolerance and stage of life. Anthony focuses his practice on retirement planning, 401(k) rollover strategies and wealth preservation, and prides himself on his consultative approach to financial planning. Learn more.
Anthony T. Rocha, CRC® | Financial Advisor
With over 24 years of experience as a financial advisor, Anthony has used this experience in financial services to help guide clients through the ever-changing market conditions and the increasingly complex investments in the industry. This knowledge and the ability to explain it in a way that is easy for his clients to understand has helped to build long lasting, trusting relationships.
Anthony continually strives to provide a personalized, high level quality of service to his clients. In doing so, he helps clients effectively prioritize, manage, and work toward their most important life goals. Learn more.
Ryan Graham | Financial Advisor
Ryan has worked in multiple facets of the ﬁnancial industry for 20 years. Ryan brings his industry knowledge to Copper State Wealth Management utilizing our robust platform of solutions to help clients meet their ﬁnancial expectations and dreams through goal-based advice. Ryan enjoys educating clients new to investing and introducing them to how the various products can help achieve their goals as well as continuing to build relationships throughout multiple market cycles.
Ryan prides himself on giving his clients an honest approach, as well as a descriptive explanation of the products to achieve their ﬁnancial goals. Learn more.
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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.
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