Anthony Gallardo, CBDA® is a Financial Advisor at RMR Wealth Builders, Inc., where he collaborates closely with clients to organize their financial lives, clarify their goals, and implement personalized strategies to help them build and protect long-term wealth. His approach is rooted in three core values: respect, integrity, and reciprocity, principles that guide every client relationship he builds.
With almost 20 years in the financial services industry, Anthony brings a rare combination of technical expertise and real-world perspective. Before joining RMR Wealth, he served as Vice President, Market Consultant at Invesco, where he advised hundreds of Registered Investment Advisors (RIAs) across the Northeast. His earlier experience includes a decade at OppenheimerFunds, where he held multiple roles in investment strategy, internal consulting, and advisor support through the firm’s merger with Invesco.
He holds a Bachelor’s degree in Business Administration with a minor in Finance from the University of Massachusetts Lowell, where he also served as captain of the Division II golf team. He holds the Certified in Blockchain and Digital Assets (CBDA®) designation and is a Level II CAIA candidate.
Outside the office, Anthony lives in Randolph, NJ with his wife, Allison, their three young sons, Dominic, Mason, and Maurice, and their dog, Oliver. A lifelong and competitive golfer, Anthony continues to play in amateur tournaments and is a member of the Greens Committee at Suburban Golf Club in Union, NJ.