Tony Brown CFP®, ChFC®, CRPC®
At Abundant Wealth Management, we believe the Financial Services Industry is broken. We have set-out to fix a broken industry; please check out the About Us section to learn how we do that. Tony Brown, CFP®, ChFC®, CRPC®, is President and Founding Partner of Abundant Wealth Management, and has over 32 years of experience in the financial services field. We started Abundant Wealth Management, an independent fee-based Investment Advisory firm, in 2010. Prior to establishing Abundant Wealth Management, Tony worked as an Analyst, Consultant & Advisor to the financial industry with firms including Capitas Financial, Lincoln Financial Group & Aetna Retirement Services. He has worked closely with National & Regional Broker/Dealer firms for many years, including Morgan Stanley, UBS Financial Services & Wells Fargo Advisors.
Tony received his Bachelor’s degree of Economics & Accounting from The University of Massachusetts in Amherst, MA. He also holds the CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, and Chartered Retirement Planning Counselor designations. The CFP® professional designation is an extremely highly sought-after credential, which only approximately 100,000 of all financial services professionals possess1.
In addition, Tony is a member of the Society of Financial Services Professionals and the Financial Planning Association. He is an active member of The Mankind Project, a Worldwide Men’s organization dedicated to the teachings of the mature masculine; www.mkp.org. He lives in Wilton, CT with his wife and daughter. In his spare time, Tony keeps busy staying physically fit and coaching his daughter's various sporting activities. He also loves to read a good book and is constantly studying his craft.
David Stein
David joined Abundant Wealth Management in 2017 as our Wealth Management Associate and Financial Planning Specialist. David has excellent administrative and client services skills and assists our clients with embracing our various technology platforms, while maintaining focus on the “White Glove” and interpersonal service model which our clients greatly enjoy.
Prior to joining our team, David managed operations at a large financial services company, where he acquired excellent client services skills and a broad background in Wealth Management best practices. David is an invaluable partner in our client service model and takes a deep personal interest in our clients’ success in reaching their financial goals and dreams.
David is a member of the Phi Theta Kappa honor society and an active member in The Mankind Project, a Worldwide Men’s organization dedicated to the teachings of the mature masculine; www.mkp.org. In his personal time, David enjoys practicing Martial Arts and loves to explore and travel whenever he can.
Brendan Azoff
Prior to joining Abundant Wealth Management, Brendan was an Account Manager in the healthcare sector, where he acquired client relationship management, customer service, and risk management skills. His passion is to help others live a fulfilling life without financial stress and he wholeheartedly believes in the foundation of Abundant Wealth’s principals.
Brendan graduated from SUNY Cortland where he played club hockey for four years, and he is a member of the Sigma Alpha Pi Honor Society. In his spare time, he enjoys hosting a New York Rangers hockey podcast, playing in adult hockey leagues, and spending time with his family and friends.
