Team
Safe Harbor Financial was founded with the goal of assisting clients in every aspect of their financial lives. When it comes to choosing a Wealth Advisor, you have many options. What differentiates our Financial Planning Boutique is our concern and effort to make sure our clients lives have been made more meaningful. Caring is the backbone of our practice. We believe that clients are best served when they are heard and understood. Integrity, loyalty, respect, and teamwork are values that Safe Harbor Financial was built on. The client always comes first. Every client’s goals are different; as a result, their individual plan is unique and customized. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence. It is through listening to the concerns and needs of our clients that we are able to develop sound solutions. It is our desire to build meaningful, long lasting relationships with our clients. Please feel free to explore our site and learn more about us.
Fillip began his career in the financial industry at Smith Barney in 1997, before starting Safe Harbor Financial, LLC with David Wren (continues ...)
Anthony (Tony) Privetera is a member of the Certified Financial Planner Board of Standards. Tony has extensive experience in the areas of retirement planning, investment portfolio design, wealth distribution strategies, income and...
Deborah Privetera has close to 25 years of experience in the financial industry helping clients achieve their financial objectives by developing strategies and recommending solutions designed to accommodate their unique financial and...
Peter believes in a values based approach to financial planning. By helping his clients clearly define their objectives and what is truly important to them, he can design a planning program customized to his clients' individual needs....
Rhonda serves as a Review Specialist at Safe Harbor Financial. She earned a Bachelor of Science Degree in Accounting from Georgian Court University in 1988. Rhonda started her career at Merrill Lynch and has worked as a Registered...