Wealth management is a highly personalized and multifaceted challenge. Our primary focus is to provide customized, private comprehensive wealth management to individuals and families. We understand that wealth management often involves very personal attention. That is why when you retain the services of AFA, you work directly with the owner, Michael Ancona CFA, CFP, MBA. That's also why we have assembled a network of advisors including estate attorneys, tax accountants, insurance professionals, and other advanced planners to provide the knowledge and perspective to work on your behalf in a manner that is efficient and ethical.

Michael Ancona, Certified Financial Planner™

Michael Ancona is well known for his integrity and professional competency. The Journal of Financial Planning, the official journal of the profession, recently featured his practice in the cover story of the issue entitled Retirement Planning for the New Millennium.

Mr. Ancona, is a NAPFA Registered Advisor, the highest standard of proficiency, integrity and commitment to the client in the industry. NAPFA members receive every penny we earn from our clients... no commissions... no third party payments... no contests, no quotas,... no kick backs... .

Professor Ancona teaches in the MBA program at Rutgers University. He is passionate about educating clients with a more efficient, rational approach to investment management, liberating their time, energies and wallets from the emotion-based marketing drums of Wall Street

Mr. Ancona holds the CHARTERED FINANCIAL ANALYST (CFA) designation, recognized globally as the highest standard of excellence in investment analysis and portfolio management. He also carries the CERTIFIED FINANCIAL PLANNER™ (CFP™) designation, a standard of experience and knowledge for financial advisors.

Mike worked as an investment banker domestically and overseas (in what is now JP Morgan Chase) and as a Senior Manager in finance consulting at KPMG Peat Marwick.

Mr. Ancona is a Trustee of the Union County Performing Arts Center located in Rahway, N.J. He has served as a fund raising chairman for the all-scholarship Regis High School, NYC, which he attended.

Michael and his wife, Monica Felsing, who is a canine behaviorist and trainer, make their home in Fanwood, N.J.