Planning and Portfolio Assistant
Anthony Abouarrage, Planning and Portfolio Assistant, joined Gould Ruma Financial Advisors in the summer of 2020. Anthony has received his Series 7 and Series 66 in 2021, which are both held through LPL Financial. He also has a Life & Health insurance license held in the State of Ohio. As a Planning and Portfolio assistant, Anthony assists Pete with the asset selection and rebalancing for all areas of planning with our clients. In addition, he assists with client review meetings and servicing client accounts.
A graduate of The Ohio State University with a degree in Economics and a minor in Finance. Born and raised in Toledo, Ohio, he is happy to begin his professional career in his hometown.