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Anthony Pandolfi, CFP®, CPM®, CHFC®, CLU®
Wealth Advisor

Anthony joined Crux Wealth Advisors, in 2021 as a Financial Advisor in the Buffalo, NY office. Anthony's responsibilities are focused on portfolio management, requiring him to research, observe, digest, and evaluate existing and future portfolio holdings continually. It is also critical for him to be keenly aware of trends and the latest economic analysis. Anthony stays on top of this information by reading financial filings and company reports, participating in conference calls, and studying the latest industry analysis.

He enjoys the demands of the fast-paced industry because of his detail-oriented approach. Anthony has excelled in his position due to his patience and composed demeanor despite frequent changes in the industry. He works on behalf of clients to ensure that portfolios are traded with a high degree of accuracy and carefully managed to help avoid risks when planning for their future.

Anthony draws from his previous experiences that he has gained since starting in the industry in 2000 with Value Line, Inc. as a Financial Analyst. He then transitioned to Morgan Stanley and was most recently with UBS Financial Services as a Senior Wealth Strategist. He holds the CFP®, CPM®, CHFC®, and CLU® professional designations and earned a Bachelor of Science degree in Business and Financial Analysis from the University of Buffalo.

Anthony Pandolfi

My wife, Amelia, and I are proud parents to our daughter, Adeline. Like many families, we are often on the go, but lucky to be close to friends and family and raise our own family close to where I grew up in Upstate New York.

I am on the Board of Directors for the Hauptman-Woodward Medical Research Institute in Buffalo, a fantastic way to work with an inspiring organization and leading community members. I also enjoy reading and traveling to new destinations, especially if it means learning more about my passion for wine and spirits. I am a Certified Sommelier, which I earned through the Court of Master Sommeliers. Being a Certified Sommelier has allowed me to explore a completely different type of creativity through this outlet. It has been an exciting achievement to earn this distinction, further discover my interests, and expand my knowledge in this vast subject.

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