AXA Advisors, LLC

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Anton T. Vanek, Jr. - Background Information

Anton (Tony) Vanek is a native of Chicago.  He graduated from Proviso East High School in Maywood, IL.  He has a Bachelor of Business Administration (concentration in Finance) from the University of Iowa and a Master of Business Administration (concentration in Finance) from the University of Wisconsin – Madison.  He is a member of the Alpha chapter of Beta Gamma Sigma at the University of Wisconsin.  Tony worked as Assistant Vice President in Commercial Lending at National Bank of Detroit (now Chase Bank) from 1975-1980.  Since 1980 he has worked as a registered representative with AXA Advisors, LLC (formerly The Equitable Life Assurance Society of the U.S.).

 

Tony received his Chartered Life Underwriters (CLU) and Chartered Financial Consultant (ChFC) professional designations through the American College in 1984 and CERTIFIED FINANCIAL PLANNER™(CFP®) designation in 1987.  He has been an instructor in Oakland University’s Personal Financial Planning Program since 1988.  Through his class, Tony teaches prospective financial planners the material necessary to help them pass the national “CERTIFIED FINANCIAL PLANNER™” examination.

 

Tony’s hobbies have included coaching youth sports (Birmingham Little League and Holy Name CYO basketball) and Church volunteer work (various committees at Holy Name Church, Birmingham, MI).  He lives in Bloomfield Hills with his wife Anna.

 

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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Loan Payoff

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Doing Fine in '09?

Considering the market volatility over the past few months, will we see an improvement in 2009 economic conditions?

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

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July 04, 2009 @ 08:41 PM

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