Anthony Aiazzi

Meet Anthony.

Anthony Aiazzi helps business owners and families coordinate complex financial decisions, including taxes, private investments, and succession. His background in public accounting informs collaboration with clients’ CPAs. At Moneta, his planning work also considers retirement plan structure, business entities, and estate strategies within the wider picture of a family’s finances.

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Areas of focus

Business owner planning · Tax planning · Private investments · Business succession · Estate planning

Credentials recorded in sources

CPA, CFA, CFP

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Moneta

5 listed professionals

Moneta provides financial planning and family office advice through partner-led teams. Its services address investments, retirement, taxes, estate planning, and charitable goals, with coordination for the needs of families and business owners.

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