You’re Not Just Another Customer, And We Are Not Just Another Financial Planner
Tony Noto, CFA, CFP®, is the founder of Noto Financial Planning. Tony earned his bachelor's degree as a finance major from Lehigh University in 1999. His first job within the industry was at the New York Stock Exchange, where he gained experience with market extremes during the internet bubble peak of 1999-2000, as well as the panic selloff following 9/11.
After leaving the NYSE, Tony went on to work as an institutional stock broker and trader in St. Louis, Missouri and Hong Kong. Tony lived in Shanghai and Hong Kong from 2005 to 2013. During this time, he transitioned from working on the institutional side of the investments industry to working with private investors to have a more direct, positive impact on people’s lives. Tony began providing financial advice to individuals and families during the credit crisis in 2008, and was the first advisor to offer Fee-Only financial planning to expatriates in Shanghai, China.
In 2013, Tony returned to the US and established Noto Financial Planning, LLC. He is currently a Registered Investment Advisor (RIA) based in the state of Texas.