Anthony J. Engrassia, CF2

About Anthony J. Engrassia

Anthony Engrassia is an Investment Advisor Representative with Wealth Management Strategies, Inc., where he has been serving clients since 2017 after graduating from North Carolina State University. In his role, Anthony provides tailored financial guidance, conducts in-depth risk analysis, and helps clients implement strategies that align with both short-term goals and long-term financial security. He also prepares productivity and compliance reports to support ongoing business development and performance optimization.
Anthony holds the Series 65 license and is a member of the National Association of Certified Financial Fiduciaries® (CF2) a credential that reflects his commitment to always act in his clients’ best interests. He is also affiliated with the National Association of Medicare Supplement and Medicare Advantage Producers, Inc. (NAMSMAP) and is licensed in life, health, and LTC/Medicare insurance. Currently, Anthony is further expanding his expertise by working toward his CFP® designation.
 
Outside of work, Anthony enjoys spending time with his wife, Kathryn, and their two dogs, Zoey and Piper. He’s passionate about sports whether its watching a game or coaching Little League. Anthony also serves as a Rotaract Chair, where he helps build and strengthen Rotaract clubs, support sustainable service projects, and foster strong ties between Rotaract and Rotary organizations throughout the district.