Suite 309, Jing'An Zhonghua Building 1701 West Beijing Road, Jing'An District Shanghai, 200040 China Phone: +86 21 6288 5871 Fax: +86 21 6288 5870
Anthony Noto, CFA is the president and founder of Noto Financial Planning, which provides financial planning services to expatriates.
As an expatriate, the challenges of living in a foreign country can often be overwhelming to the point where people start losing sight of long-term goals. Faced with a complex situation, some expatriates do nothing out of fear of making a mistake, not realizing that inaction is a costly mistake in itself. At the same time, expatriates that want to work toward their goals sometimes fall into traps that are all too common in an unregulated environment.
Anthony's aim in establishing Noto Financial Planning is to provide expatriates access to objective, cost effective financial planning and advice; an alternative to the high priced and inflexible offshore savings plan so commonly marketed to expatriate communities. He strives to educate his clients so they are able to make informed personal financial decisions. Some of the services Noto Financial Planning provides include:
There are no income or net worth minimum requirements in order to become a client, nor are long-term contracts required. Services are offered on either a flat-rate-per-project basis or on an hourly, as-needed basis. As a fee-only financial planner, Anthony does not sell products nor does he receive commissions or third-party referral fees. This allows clients to receive objective financial planning advice free from hidden agendas or the conflicts of interest so common in the industry.
Anthony graduated with a BS degree in business and economics from Lehigh University in Bethlehem, Pennsylvania. He began his career in finance working for an independent brokerage firm on the floor of the New York Stock Exchange (NYSE) from 1999 to 2001. The experience left a lasting impression on how emotions, psychology and herd mentality can affect portfolio performance. Anthony went on to work with some of the top mutual funds and hedge funds in the United States as a sales trader for SunGard Institutional Brokerage.
Lured by the growth and excitement in Asia, Anthony and his wife moved to China in 2005. They have enjoyed the experience, as well as the challenges and opportunities of life as expatriates. In Hong Kong, Anthony traded Southeast Asian equities at Franklin Templeton. With a passion for investments and a desire to help improve people's lives, Anthony became a fee-only financial planner to serve the expatriate community.
Anthony has been authorized to use the Chartered Financial Analyst (CFA) mark of distinction by the CFA Institute. Focused on investment analysis, the CFA designation is generally considered amongst the most prestigious in the world of finance. To further strengthen his skills in assisting the expatriate community with their financial planning needs, Anthony passed the Certified Financial Planner™ certification exam in the US. He is working to complete the CFP Board of Standards’ remaining requirements for CFP® certification.
In an otherwise unregulated environment, Anthony is obliged to adhere to a strict Code of Ethics and Standards governing professional conduct by both the CFA Institute and CFP Board. Anthony is a member of the CFA Institute, the Hong Kong Society of Financial Analysts (HKSFA) and the Financial Planning Association (FPA). Anthony is also a member of the Garrett Planning Network, an international affiliation of fee-only financial planners. As staunch consumer advocates and client fiduciaries, members of the Garrett Planning Network believe that professional, objective financial advice is something everyone needs, at least periodically, to build the brightest financial futures.
Anthony offers a complimentary, no-obligation Get Acquainted meeting or teleconference to all potential clients. Please contact his firm at info@notofp.com to set up an introductory session.
CFP® and CERTIFIED FINANCIAL PLANNER™ 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.
