TEL: 386.334.9765
ABOUT YOUR ADVISOR, ANTHONY
Putting strong professional experience and
knowledge behind your financial goals.
Anthony Lupoli, CPA/PFS, CFP®, MAcc
Anthony Lupoli is the founder of AVL CPA Firm, LLC and AVL Wealth Management, LLC.
In addition to being a Certified Public Accountant, Personal Financial Specialist, and CERTIFIED FINANCIAL PLANNER™(CFP®), Anthony has several years of experience in public accounting, To learn more about his professional history, connect with Anthony on LinkedIn.
In order to meet the financial objectives of AVL clients, Anthony has the responsibility of delivering modern tax and financial planning strategies and business solutions.
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Anthony holds a BSBA in Accounting from the University of Central Florida and a Master of Accountancy from Stetson University.
As a lifelong resident of Ormond Beach, Florida, Anthony is active in his community and serves on the board of the Volusia Young Professionals Group in Daytona Beach.
Experience to Target Service Needs
Working for a diverse group of clients over the years has equipped Anthony with the experience needed to tackle all tax, financial planning, and accounting matters.
Knowledge to Enable Success
Having knowledge in both tax and financial planning, Anthony has the ability to advise clients in all facets of their financial situations.
Advice to Plan for the Future
Anthony provides innovative tax planning, so clients can stay ahead of any issues affecting their back office operations, from legislation changes to economic obstacles.