Anthony Corsino, CFP®, ChFC®, and CRPC®

I lead Zen Financial and I work with business owners who want to keep far more of what they earn and build wealth with stronger, more intentional systems. I guide and execute alongside owners as their strategic financial partner. That includes designing and running retirement plans like Solo 401(k)s, 401(k)s with employees, and cash balance plans, while also coordinating with CPAs, attorneys, payroll companies, and third-party administrators. My role is to take the complex financial work that sits on the back burner and move it forward with precision. For owners who have employees, I also help their teams understand and use the retirement plan. I built this firm because I saw how often business owners work hard, generate strong income, and still lose unnecessary dollars to taxes and fragmented planning.

As a business owner myself, I understand the pressure, the workload, and the nonstop decisions. Owners come to me because they want meaningful tax reduction, stronger structure around their financial life, and a partner who actually understands what they deal with every day. My goal is simple. Significantly reduce taxes, strengthen the systems that build wealth for their family, and turn their business into a long-term financial engine.

Alongside my advisory work, I hold the  CFP® (CERTIFIED FINANCIAL PLANNER™), ChFC® (Chartered  Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor℠) designations and teach in CFP programs at Boston University, Regis College, and through Greene Consulting for universities such as UNH, James Madison, and the University of Georgia.

With nearly two decades of experience in sales, operations, and process optimization, Erika has built a career focused on efficiency, organization, and strategic problem-solving. She has a strong background in streamlining workflows, managing complex projects, and implementing systems that enhance productivity.

Beyond work, Erika lives on the North Shore with her family and their beloved dog, Joey. She enjoys running, great food, and even better company, always finding ways to balance a busy professional life with the things that matter most. Known for her proactive approach and attention to detail, she is passionate about creating seamless solutions that drive success.