Anthony F. DeRose,
JD*, CPA*, MBA, CBEC®
Partner
Anthony, Partner at DeRose, has worked in the financial sphere since 2012. He brings a wealth of expertise and a deep commitment to personalized financial planning. He provides tailored advice-based solutions, standing in contrast to the product-focused approach prevalent in the industry.
Holding a Bachelor of Science degree in Accounting and International Studies from Indiana University, Anthony further honed his skills with an MBA focused on Financial Analysis and a Juris Doctorate, magna cum laude, from the University of Illinois College of Law.
Anthony’s expertise in social security strategies and business exit planning, backed by his certifications as a Certified Business Exit Consultant (CBEC®) and in various FINRA series, enable him to offer effective strategies to a diverse range of clients. His work is not just about solving financial puzzles; it’s about creating meaningful change in people's lives.
Outside of work, Anthony is an avid sports fan and movie enthusiast. He has a special affinity for Italian classics like 'The Godfather' and the works of Aaron Sorkin. Family life holds a special place in Anthony’s heart. Spending quality time with his daughter, Isabella, and nurturing her growth embodies the joy and fulfillment he finds in his personal life. He is a dog lover and has one of his own – a Bulldog named Ripley. His passion for connecting with people extends beyond the realms of finance, deeply rooted in the relationships he cherishes with his family and clients alike.
*Licensed, but not practicing on behalf of Osaic Wealth.
Business Intelligence Institute is an Osaic Wealth initiative focusing on business succession strategies.