“Being an entrepreneur has allowed me the freedom to balance family with business goals, treat
clients with the kind of care and attention I would want to receive, and aim to construct
personalized and effective strategies. My focus is on ‘Personal Service …Tailored Advice.” -
Antonio Porretta
Antonio is a Wealth Advisor who specializes in helping people create, distribute, and
preserve their wealth. He has spent over 25 years working with individuals and managing
investment portfolios in several states across the country. Antonio has been affiliated with
LPL Financial for the past 14 years and has achieved the status of Ascent Club Member;
this distinction is based on annual production among approximately 32,000 advisors
registered nationwide and exemplifies leadership in the financial industry.
Originally from Rochester, NY, Antonio has been a resident of Harrisburg, NC since 2007.
Outside of work, he enjoys playing soccer and tennis, coaching, and spending time with his
family; wife, Laura and children Cristiano, Victoria and Matteo.
Affiliations:
St. James Catholic Church
Business Recognition:
LPL Financial; Ascent Club Member
Services Include – but are not limited to:
Retirement Income Planning, Investment Management, Asset Allocation, Long Term
Financial Planning, 401(k) Rollover Services, Insurance Planning
Most Recent Passport Stamp: Japan
Education:
Rochester Institute of Technology; Saunders School of Business, 2007; Executive MBA
St John Fisher University: Bachelor’s Degree-Psychology; 1998