Virtual Wealth Management & Retirement Planning

Accessible, personalized support for every stage of life

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Dr. CC Anthony, financial advisor and wealth educator providing virtual financial planning and wealth management services nationwide.
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Financial Planning Is for More Than the Wealthy

Who I Work With

I work with individuals, families, professionals, business owners, and retirees from a variety of backgrounds and income levels. Some clients are just getting started. Others are preparing for retirement or managing more complex financial needs. Financial planning is for anyone who wants to make thoughtful decisions about their future. My goal is to help you create a plan that reflects your priorities and supports your long-term goals.

Diverse group of professionals representing the individuals, families, business owners, and professionals served by Dr. CC Anthony.

Many of my clients are:

  • Physicians & Healthcare Professionals
  • Educators & Professors
  • Veterans
  • Business Owners
  • Women Preparing for Retirement
  • First-Generation Wealth Builders
  • Families Focused on Long-Term Planning
  • Professionals Preparing for Retirement
  • Minorities and Underrepresented Professionals

How I Can Help

Virtual Wealth Management Services

Retirement Planning, Investment Strategies, and Financial Guidance Available Nationwide

Rollovers & Old 401(k)s

Roth and Traditional IRAs

Insurance & Annuities

Income Strategies

Brokered CDs & Fixed Income Investments

Small Business Retirement Plans (401(k)s, SEP IRAs, SIMPLE IRAs)

Education Savings Plans

Investment Strategies & Portfolio Management

Estate Planning Guidance & Resources

Let's Talk About Your Goals

The Client Advantage

Complementary Services for Wealth Management Clients

As my client, you gain access to a range of complimentary planning services to support your broader financial goals. These services enhance the client experience and reflect my commitment to providing you with comprehensive support beyond investments alone.

Retirement Strategy & Planning

Wills & Trusts Resources

Tax Strategy Planning & Analysis

Social Security Planning & Analysis

Budgeting Tools

Debt Elimination Planning

Those who are not clients may purchase these services à la carte.

Virtual Financial Planning

How It Works

  • Schedule

    Book your virtual consultation at a time that works for you.

  • Meet

    Connect securely by Zoom or phone from the comfort of your home or office.

  • Plan

    Receive personalized recommendations designed around your goals and priorities.

  • Implement

    Complete paperwork electronically and put your strategy into action.

  • Review

    Choose quarterly, biannual, or annual check-ins to help you stay on track.

Ready to Get Started?

Let's Build a Plan Together
Dr. CC Anthony, financial advisor, professor, speaker, and wealth educator.

About Dr. CC Anthony

Experience You Can Trust

Hi, I’m Dr. Cecily “CC” Anthony, AAMS®, a Financial Advisor, Professor, Speaker, and Wealth Educator with more than two decades of experience in finance, business, and higher education. I hold a Doctorate in Organizational Leadership and teach finance, business, hospitality, and economics at the collegiate level.

I’m passionate about expanding access to financial education and helping people feel more prepared for the opportunities and challenges that come with each stage of life. My unique combination of classroom instruction and real-world experience allows me to connect complex concepts to practical decisions people face every day.

In addition to my advisory work, I’m also available for conferences, workshops, educational programs, community events, and organizational speaking engagements.

Invite Me to Your Next Event
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Financial Guidance That Meets You Where You Are

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here or offered through Creative Financial Network are independent of Osaic Wealth. Please review Osaic Form CRS.

Representatives may not be registered to offer securities and advisory services in all states.

Neither Osaic Wealth, Inc., nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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© Copyright 2026 Dr. CC Anthony. All Rights Reserved.

© Copyright 2026 Dr. CC Anthony
All Rights Reserved