Anthony Calomeni of Heffernan Financial Services recognized as one of LPL Financial’s top financial advisors | PR Newswire [Video]

, /PRNewswire/ — Anthony Calomeni, a financial advisor at Heffernan Financial Services in Walnut Creek today announced that his achievements have been recognized with inclusion in LPL Financial’s Masters Club Program* for 2025. This distinction celebrates a select group of advisors who have achieved excellence in financial guidance. It is more important than ever that Americans have an experienced financial partner by their side who understands their unique needs and can help them create and follow a plan for their future.

Anthony Calomeni serves clients based in the Bay Area, providing comprehensive wealth management services, including: investment management, retirement planning, tax planning, charitable giving, estate planning.

“On behalf of the entire team at LPL, I am thrilled to congratulate Anthony on his outstanding achievements in 2024,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Client Success. “Anthony has elevated his business across the Bay Area. Their professional guidance has been crucial in empowering his clients to transform their financial …