Anthony LaGiglia, CFP®

Managing Director

Anthony LaGiglia joined JJ Burns & Company in 1997 as a Financial Planner. He currently serves as Managing Director, where his responsibilities include developing holistic financial plans, researching investments, building and monitoring client portfolios, and cultivating new client relationships.

Anthony has 25 years of experience in the financial planning and wealth management field. He has been widely quoted on Bloomberg Radio, as well as in financial publications including Bankrate.com and SmartMoney. Prior to joining JJ Burns, Anthony worked for American Express Financial Advisors, where he was a member of the Advanced Planner Group.

Anthony received his B.A. in Economics from Union College. He is a CERTIFIED FINANCIAL PLANNER™ professional.

On the personal side

During his university days, Anthony was voted “Person You’d Want to Be Stranded With on a Desert Island” because of his dual cooking and shelter building abilities. He currently lives in West Bay Shore with his wife Lisa and their 3 children, Lucas, Elaina, and Madelyn. He showcases his handy side these days with DIY projects around the house. Anthony is also active in his local community. Most weekends you can find him on the athletic fields watching his children compete in football and soccer.

What Anthony brings to the table

As an enthusiastic and highly experienced tailgater, Anthony knows appetizers—especially the kind that come with BBQ sauce. He’s our go-to guy for cooler-friendly, football-game-worthy crowd pleasers like wings, ribs, chips, and anything you can grill.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Steven Mula, CFA®

Chief Investment Officer

Ricky Bathija, CFP®

Director of Financial Planning

Jessica Evans

Client Services Manager

Nejad Abo-Hamzy

Paraplanner

Nickolas Raso

Paraplanner

Jami Regan

Administrative Assistant