Tony Villa

Financial Adviser at Financial Focus, LLC in Livingston, NJ

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(973) 533-0666

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70 South Orange Avenuesuite 245 in Livingston, NJ 07039

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Asked by an anonymous user

Due to volatile market should I move retirement IRA from balanced stocks & bond funds to safer money market funds?

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Answers 5

Answered by Tony Villa
Financial Adviser in Livingston, NJ

Why would you do that? Your current allocation is quite conservative & you can't predict when the markets may improve (gain in value) again. How long are you hoping th...

Retirement Investing & Retiring IRA

Specialties

Annuities
Bonds & Fixed Income
Education Savings
Equities
Estate Planning

Mutual Funds
Retirement Planning
Risk Management
Tax Advantaged Investments

Servicing

New York

Credentials

Licenses

Series 65

The Series 65 license is required by anyone intending to provide any kind of financial advice or service on a non-commission basis. Financial planners and advisors that provide investment advice for an hourly fee fall into this category, as do stockbrokers or other registered representatives that deal with managed-money accounts. As of April 24, 2008

Certifications

Chartered Retirement Planning Counselor - CRPC

Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Background

Experience

VP Institutional Equity & Private Client Sales

Bear Stearns & Co,., Inc September 1988 – February 2008

Financial Advisor

Merrill Lynch Wealth Management February 2008 – December 2011

Investment Advisor Representative

Financial Life Focus LLC March 2012 – present

Education

Harvard University

BA Economics 1972

College for Financial Planning

Chartered Retirement Planning Counselor 2010

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