Cash Balance Advisors
Advanced Tax Planning You Won't Find On Main Street
Anthony Cucchi Jr was born into a family of entrepreneurs and is a third-generation small business owner who has led a very successful business. Although he started his career in the same industry as his father and grandfather, he saw an opportunity in 1997 and created and operated his own value-added product dealership. His client base consisted of fortune 500 firms such as Disney/ ABC, ESPN to Commercial/Industrial small business and State Institutional clients such as Wilmington University. The company has turned into a family business which his son and daughter are managing very successfully.
He became involved in the financial industry in 2007 to learn about how to avoid a common area of major concern he recognized among friends and clients who were small business owners and professionals. They were successful at making money but would lose a lot of their principal and gains in misguided investments, fees and none existing tax and or exit strategies. He obtained his Pennsylvania Life and Health insurance license and is now licensed and works with clients in 7 additional states. Anthony is proud of his 12 years of professional experience planning with his clients to meet their retirement goals and concerns. He carries over the same level of honesty and sincere concern for his client’s wellbeing as he did from his small business experience which provides for long lasting friendships with his clients.
He clearly recognizes and respects the fact that each client, whether it be a small business owner, Doctor or high-profile professional, possess a 100% unique retirement situation. He utilizes his years of experience and dedicated focus on wealth preservation, Tax planning and retirement income strategies to implement specifically for them. With this clear understanding he recognized he needed to surround himself with a professional team of colleagues which are highly experienced and qualified licensed financial and legal experts in their respected fields. He plans and strategizes with a Third-Party administrator (TPA), Qualified Pension Administrator (QPA), CPA, CFP and Tax/ERISA attorneys in addition to other financial professionals when needed.
Anthony is a family and religious oriented man and loves spending time with his wife Marie and their blended family of 8 children and 4 grandchildren. They reside in Exton PA, a suburb of Philadelphia. He spends his downtime with family and friends and pursuing his passion for sports and the outdoors which includes a range of activities from Surfing to hunting and fishing. He also dedicates time as a founding member of a Catholic men’s group that provides support to young men and single mothers. He graduated from the School of Business from Widener university with a Bachelor of Science in Business Administration and Psychology where he enjoyed playing lacrosse.
