Anthony (A.J.) Coletti is focused on client management and vendor relationships. He provides comprehensive consulting services, supporting plan sponsors in their fiduciary responsibilities and day-to-day plan administration, addressing plan and participant-related questions. A.J. also assists in establishing the due diligence process for clients, starting with an initial needs assessment and integrating plan design, investment due diligence, plan fee reviews, industry trends, and participant communication and education. Additionally, A.J. conducts group and individual one-on-one educational meetings, designed to empower employees in decision making and boost participation and contribution rates. As a Registered Investment Advisor Representative, he guides employees in establishing and maintaining an appropriate level of savings and a suitable investment portfolio based on designed to meet their retirement needs.
A.J. is a financial service professional with more than 19 years of experience of providing consulting, plan design and client services for defined contribution and defined benefit plan clients. Prior to joining Cammack Retirement Group, he was a service delivery manager for a large broker-dealer and financial services firm. His experience includes positions in retirement plan administration, compliance reporting and testing, and customer support services. A.J. earned his Bachelor of Science degree in Finance from Bentley University.
- Registered representative with Financial Industry Regulatory Authority (FINRA)
- Securities and investment licenses: Series 6, 26, 63, and 65
- Insurance licenses in multiple states