Tony Schirmang, CFP® Director, Wealth Management
Tony is a Director and a member of the Business Development Team. Tony meets directly with clients and prospective clients to communicate Polaris Wealth’s investment strategies and review all financial planning needs. Tony has an 11-year background working in traditional and alternative investments and financial planning. Before Polaris, he worked at Nuveen, where he worked in a consulting role assisting financial advisors in building their equity and income portfolios, then Origin Investments where he focused on helping advisors, family offices, and individual investors invest in private real estate solutions.
Tony graduated from Miami University of Ohio in 2008, where he earned his BS in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner. Outside of his work at Polaris, Tony enjoys spending time with his wife and four kids, running, playing paddle tennis, and volunteering.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.