Tony Assadi

Tony Assadi, CFA, CFP is a seasoned finance professional, an accomplished author, husband, fitness fanatic and a passionate advocate for financial wellness. With two decades of experience in the investment and wealth management industry and a dedication to empowering individuals with financial knowledge, Tony's work encompasses a range of topics from personal finance to investment management, estate planning and tax optimization strategies.

Tony Assadi, CFA, holds a Bachelor's Degree in Applied Physiology from Towson University and a Masters in Business Administration with a concentration in Finance from the R.H. Smith School of Business at the University of Maryland. He is a Chartered Financial Analyst (CFA) Charterholder as well as a Certified Financial Planner practitioner.

His journey in finance began with a fascination for the markets and a drive to understand how wealth is created, managed and compounded over time. Over the years, he has worked in various roles within the finance industry. During his tenure as the Director of Product and Strategy for DST Brokerage Solutions he led a team of 200+ developing software solutions for broker/dealers, mutual fund companies, and alternative asset managers. He then went on to be the Head of the Wealth Management Practice at NTT Data Consulting, providing valuable strategic guidance to the nation’s top names in wealth management. After gaining valuable insights and expertise he returned to his roots of running a wealth management practice where he now shares his experiences through his writing.

Tony's writing is tailored to individuals seeking to enhance their financial acumen, whether they are new to investing or seasoned professionals. His writing style is clear, concise, and relatable, making complex financial concepts understandable to all readers. From practical guides on budgeting and saving to comprehensive analyses of investment strategies, Tony's writing provides valuable information and actionable advice.

Tony Assadi's mission is to demystify finance and empower individuals to take control of their financial futures. He believes that everyone, regardless of background or expertise, deserves access to the knowledge needed to make informed financial decisions. Through his writing, Tony aims to simplify complex financial topics, providing readers with the tools they need to achieve financial success and security.

Tony grew up in Baltimore, MD where he now lives with his wife Lauren. He splits time between Baltimore and Dallas/Tyler, TX where he works with his partner Chris Jarvis and the wonderful people at UBank.