Anthony Gallardo, CBDA® is a Financial Advisor at RMR Wealth Builders, Inc., where he partners with clients to bring clarity and structure to their financial lives. By understanding each client's unique goals and circumstances, Anthony crafts personalized strategies designed to help them build, protect, and grow long-term wealth. His approach is grounded in three core values: respect, integrity, and reciprocity. These principles define every relationship he builds and every recommendation he makes.
With nearly two decades of experience in the financial services industry, Anthony brings a rare combination of deep technical expertise and hands-on perspective that few advisors can match. Prior to joining RMR Wealth, he served as Vice President, Market Consultant at Invesco, where he partnered with hundreds of Registered Investment Advisors (RIAs) across the Northeast, helping them navigate complex investment landscapes and grow their practices. His foundation was built during a decade at OppenheimerFunds, where he held progressive roles spanning investment strategy, internal consulting, and advisor support; experience that included navigating the firm's landmark merger with Invesco and emerging as a trusted voice through a period of significant industry change.
Anthony holds a Bachelor's degree in Business Administration with a minor in Finance from the University of Massachusetts Lowell. He also holds the Certified in Blockchain and Digital Assets (CBDA®) designation and is a Level II CAIA candidate, reflecting his commitment to staying at the forefront of an evolving financial landscape and bringing cutting-edge knowledge to his clients.
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 Boston suburbs native and lifelong sports fan, he bleeds Bruins black and yellow and Patriots red, white, and blue. A passion that started growing up outside the city and never faded.
Anthony attended Central Catholic High School before earning a Division I golf scholarship to Iona College in New York, ultimately transferring to UMass Lowell where he became captain of the Division II golf team and graduated as a Dean's List student. Golf remains central to his life both on and off the course. He is a five-time Club Champion at Suburban Golf Club in Union, NJ, serves on the club's Greens Committee, and is the Head Boy’s Golf Coach at Morristown Beard School, where he enjoys mentoring the next generation of the game.
When he's not on the course, Anthony can be found hiking trails, exploring new destinations abroad, or in the kitchen. He's a passionate home cook with a specialty in ceviche, including a treasured family recipe he's been perfecting for years. Whether it's a shared love of sports, the outdoors, great food, or competitive golf, Anthony believes personal connection is at the heart of every meaningful relationship, professional or otherwise.