Anthony Taboada

Client Associate

As a client associate, Anthony focuses on providing our clients a seamless experience throughout the operations process. Specifically, he analyzes and facilitates the life insurance underwriting process including completing applications, coordinating medical exams and obtaining medical records. In addition, he supports the 401(k) plan participants by assisting with any questions or processing any day to day requests.

Prior to FD Wealth, Anthony owned and ran his own meat market for several years. As a former business owner, he understands the financial challenges and strategic planning required to ensure individuals are well-prepared for success. His client-centric approach guarantees that each plan is customized to meet unique needs and objectives. Anthony’s mission is to help business owners, individuals, and their families achieve their financial goals.

Anthony graduated from Florida State University with a Bachelor’s degree in Economics and a minor in Commercial Entrepreneurship. He is currently studying to become a Certified Financial Planner in 2025.

"Most people do not plan to fail, they fail to plan."

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