Get to know Anthony Felipe

My name is Anthony Felipe and I am a lifelong resident of the Washington DC area. While attending college at Virginia Tech, I was an active member of the Financial Planning Association student chapter. Hearing about working with clients to help them reach their goals led me to complete my BS in Finance with a concentration in Financial Planning in May of 2020. 

Right after graduation, I joined Toler Financial Group and am now working alongside the Toler team to help clients reach the top of their mountain. I take every opportunity to learn something new and make someone’s life easier. I have earned my Series 7, Series 66, and am a licensed insurance agent. I have passed the CFP®exam and am gaining the experience necessary to be a CERTIFIED FINANCIAL PLANNER. 

Outside of the office, you can find me hiking, exploring all of the local neighborhoods and restaurants in the DC area, and cheering on my Washington Nationals and Virginia Tech Hokies!