Anthony Corsino, CFP®, ChFC®, CRPC®, serves the financial affairs for affluent individuals, families, and business owners throughout New England. He offers an approach to wealth management that is designed to simplify the financial lives of his clients allowing them to have more time to focus on what matters most in life.
One of the greatest benefits of working with Anthony is his ability to help you remove subconscious blocks that are preventing you from taking “action”. The personalized program he provides clients starts with listening, and evolves into building a roadmap toward a simple and more secure financial future. His approach can be defined as one that encompasses proactive behavior and routine maintenance. Through regular conversations about your financial health, he validates he understands your current situation and adjusts your financial plan with you as your financial goals and situation change along the way. He is attentive to detail and has the ability to provide clear, easily understood explanations of financial products and services. Above all else, Anthony holds firm in his belief in providing exceptional customer service to his clients.
Committed to ongoing education, Anthony has a personal goal to read a book a month. These books range anywhere from wealth management, to personal development or astronomy. He resides in Cape Neddick, Maine with his wife, Jessica, and their dog Ryder. They enjoy hiking, golfing, the beach, Sunday drives up the coast of Maine for a lobster roll near an ocean view, and good food.
Anthony received his Bachelor's of Science from Bentley University in Waltham, MA. and a Certificate in Financial Planning from Boston University. Prior to starting Zen Financial Planning, Anthony worked for Merrill Lynch Wealth Management as a Financial Advisor, Portfolio Advisor. Prior to joining Merrill Lynch, he worked 12 years in the aerospace and defense industry. Anthony is also involved in two university programs. He serves as a subject matter expert to Boston University’s Financial Planning Program and as an Adjunct Lecturer at Regis College in their Business & Financial Planning Department.
Anthony holds the CFP® (CERTIFIED FINANCIAL PLANNER™), ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor℠) industry designations. Anthony is committed to his profession through participation in the Financial Planning Association and the Certified Financial Planner Board of Standards.
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.
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