Tony Amaradio

Tony Amaradio, MBA

President and Chief Strategist

Tony AmaradioTony Amaradio is Founder and Chief Strategist of Select Portfolio Management, Inc. He is a visionary and innovator in the financial services industry, who early in his career, recognized the need for a comprehensive, integrated wealth management system for high net-worth clientele. After years of experience helping clients build, plan and preserve assets, Tony developed one of the first comprehensive wealth management models in the country. Recognizing that it would require a high level talent pool from financial, tax, legal and insurance to implement and manage his comprehensive integrated model, he recruited and surrounded himself with some of the finest and most experienced practitioners in the financial and legal domains. Some of the most advanced strategies of financial, tax and asset protection plans available today have been designed, developed and implemented by Tony and his team. He is nationally known and is a sought after speaker for events all over the country. In Southern California, he is especially well known after hosting his own financial talk radio show “Market Talk” that aired daily for more than twenty years. For the last several years Tony has followed his passion of devoting a third of his time to philanthropy and non-profit organizations. Numerous non-profit organizations call on Tony to be a guest speaker to help major donors improve their capacities and abilities to be more effective philanthropists. Southern California has been home for Tony and his family since 1987.

Professional Experience

Tony is Founder and Chief Strategist for Select Portfolio Management, Inc. A career in the financial services industry began over thirty years ago after completing an MBA with a concentration in both taxation and finance. Tony was recruited by a Fortune 500 company but elected to choose the financial services industry and never looked back. Quickly earning a reputation for achievement and generating results eventually led to the start-up of his firm. Since then, he has enjoyed serving clients and gaining a reputation of delivering “best in class” service. Over the years he has been the architect of some of the most advanced planning strategies in portfolio design, tax planning and asset protection. He specifically has hands on involvement in the design, implementation and pro-active monitoring of our client portfolios.

 

Education

 

Contact Tony At:

26800 Aliso Viejo Pkwy - Suite 150
Aliso Viejo, CA, 92656

Telephone: (800) 445-9822   (949) 975-7900  

 

Tony Amaradio New Video Educational Links:

Tony Amaradio - Charitable Planned Giving - Generous Giving and Stewardship - https://youtu.be/C7B4JNOnXZ0

Tony Amaradio - Charitable Planned Giving - Community Foundation - https://youtu.be/z54KWKPm-DI

Tony Amaradio - Charitable Planned Giving - CRT https://youtu.be/QXMdE1_Na2Q

Tony Amaradio - Charitable Planned Giving - Charitable Remainder Uni Trust (CRT) https://youtu.be/aGgqhy23orw

Tony Amaradio - Charitable Planned Giving - Irrevocable Trusts https://youtu.be/4jEegfuYlvU

Tony Amaradio - Charitable Planned Giving - Rabbi Trust https://youtu.be/PNgTD6UGfck

Tony Amaradio - Charitable Planned Giving - Defined Benefit Plan https://youtu.be/DQLeNO0aLnY

Tony Amaradio - Charitable Planned Giving - Private Family Foundation https://youtu.be/XcQfkQQz0Ls

Tony Amaradio - Charitable Planned Giving - Charitable Lead Trust (CLT) https://youtu.be/E6nRZZaTl_4

Tony Amaradio - Charitable Planned Giving - Charitable Planned Giving Options https://youtu.be/B1TQAtcDzqI