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Anthony Lawrence Saffer

ONE Degree Advisors, Inc.

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About Anthony Lawrence Saffer

Anthony Saffer is a financial advisor with One Degree Advisors, Inc., located in San Diego, CA. Anthony has been in the financial industry for over 20 years. Anthony is a Certified Financial Planner and holds a Series 7 and Series 66 license. Anthony specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Anthony is also involved in charitable organizations as a board member of Foothills Christian Church. Anthony's experience and expertise can help you achieve your financial goals.

Firm Information

Anthony Saffer is currently registered with ONE Degree Advisors, Inc.. ONE Degree Advisors, Inc. is a registered investment advisor headquartered in San Diego, CA. With a team of experienced professionals, they offer a range of financial services, including financial planning, portfolio management for individuals, and educational seminars. The firm serves high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans, managing over $306.5 million in regulatory assets.
ONE Degree Advisors, Inc.

8880 RIO SAN DIEGO DRIVE

SAN DIEGO, CA 92108

$306.54M

Assets Under Management

1

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fixed and hourly fees for financial planing

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Anthony Saffer’s Registration & Firm History

CA

05/05/2014 - Present

ONE Degree Advisors, Inc. (SAN DIEGO CA)

CA

04/30/2014 - 06/04/2019

SECURITIES AMERICA, INC. (SAN DIEGO CA)

CA

06/07/2006 - 04/30/2014

CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)

CA

10/20/1999 - 06/06/2006

WADDELL & REED, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 07/27/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Lawrence Saffer.
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