Anthony J. Belloli, CFP®, CTFA®, CIMA®, Trust Officer with Plante Moran Trust, specializes in the administration of personal trusts, estates, family offices, and irrevocable life insurance trusts (ILIT’s). Prior to joining Plante Moran Trust, Anthony was a Senior Financial Planner with Plante Moran Financial Advisors for seven years, where he provided investment consulting as well as financial, estate tax, and income tax advice to high net worth individuals, families, and endowments/foundations.
Anthony earned his Bachelor of Science in finance from Oakland University, where he graduated summa cum laude, and his MBA from Wayne State University. He is a Certified Financial Planner™ professional and a Certified Trust and Financial Advisor. He is also a Certified Investment Management AnalystSM professional, which involved coursework at the Wharton School. Anthony’s professional affiliations include the Certified Financial Planner Board of Standards, the Institute of Certified Bankers, Financial and Estate Planning Council of Metro Detroit, Inc., and the Financial and Estate Planning Council of Macomb.
Investment Management Consultants Association is the owner of the certification mark “CIMA®” and “CPWA®,” the service marks “Certified Investment Management AnalystSM,” “Certified Private Wealth AdvisorSM,” “Investment Management Consultants AssociationSM,” and “IMCA®.” Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.