Anthony Sayavong joined Ametrine Wealth Strategies in September 2022 and serves as a Financial Paraplanner supporting the firm’s founder in the preparation and implementation of financial planning services.
In his role, Anthony assists with planning preparation, proposal development, and client illustrations during the early stages of the advisory process. He also supports client onboarding by coordinating documentation, organizing client information within the firm’s systems, and assisting with the operational steps required to establish new client relationships.
Anthony helps support the firm’s client service process by coordinating follow-up, assisting with ongoing client communications, and helping maintain consistent engagement with clients. His work supports the firm’s ability to cultivate new relationships while ensuring service commitments are carried out efficiently and smoothly.
Education
Bachelor’s Degree in Finance
California State University, Fullerton
Registrations
FINRA Series 7
FINRA Series 66