Anthony R. Spangenberg
CFA®, CFP®, AWMA®
Financial Advisor / Member Owner
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Education &
Affiliations &
Tony is a financial advisor in Savant’s Wilmette, IL and Chicago Northcenter offices. He has a membership interest in Savant.
As a Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNER® professional, and Accredited Wealth Management Advisor® (AWMA®), Tony is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Tony has been involved in the financial services industry since 2007. Prior to joining Savant, he was an advisor for several large wealth management firms.
Tony is chairman of the board of directors and serves on the Finance Committee and Executive Committee for the Illinois Medical District Guest House, whose mission is to provide temporary housing for outpatients and the families of patients traveling to Chicago for medical treatment.
Tony is a cum laude graduate of Northern Illinois University with a bachelor of arts degree in philosophy.
Tony and his wife Janice have three children. They live in Chicago’s Southport Corridor neighborhood and are huge Chicago Cubs fans.
Education &
Designations
- Northern Illinois University
Bachelor of Arts in Philosophy, cum laude - Chartered Financial Analyst® (CFA®)
- CERTIFIED FINANCIAL PLANNER® professional
- Accredited Wealth Management Advisor® (AWMA®)
Affiliations &
Community Service
- Illinois Medical District Guest House – board chairman, Finance Committee member, Executive Committee member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.