about usOur team is your team
Center for Financial Strategies was founded with a straightforward belief: that real financial guidance should do more than manage money. It should help people understand what their money is actually for.
That idea has shaped everything about how we work.
How we think about our work
Before we can tell you where to go, we need to know where you are.
A good plan isn't built on assumptions. It's built on a real understanding of your situation, your goals, and what matters most to you. The more we know about what you're working toward, the more useful we can actually be.
We find that people often spend so much time building wealth that they haven't stopped to think about what they want it to do for them. Part of our job is helping you answer that question, not by telling you what the answer should be, but by asking the right ones. What we build with you isn't a document you file away. It's something we revisit and adjust as your life evolves.
Anna Perasso
Regional Partner, Director of Wealth Management
Anna Perasso is a Regional Partner at a Tax Wealth firm affiliated with Avantax, a Cetera Company, bringing over 17 years of finance experience. She specializes in tax-efficient investment strategies that integrate with comprehensive financial planning to help clients achieve their goals.
Her career began as an international private banker, managing portfolios for high-net-worth clients in Latin America, focusing on wealth and estate planning. Anna later became a wealth management advisor for U.S.-based clients, effectively addressing their complex financial needs.
She served in a leadership role at a global bank, where she contributed to transforming the planning platform and supported senior advisors in the New York region to drive revenue. Most recently, Anna was the Regional Director of Enterprise Growth for the Northeast at Avantax, collaborating with independent financial professionals to enhance their business growth.
Anna is dedicated to educating others on financial matters and fostering a collaborative environment. She holds a Master's degree from Columbia University in Advanced Management and Finance and a Bachelor of Arts degree in Political Science from Queens College.
In her spare time, Anna enjoys spending time with family and friends, along with spinning, running, hiking, cooking, and traveling internationally.
Grover Stults
Senior Tax Consultant, Director of Wealth Management
A CPA I looked up to during college handed me a full municipal audit and sent me off to complete it alone. When I called to tell him it was done, he said he never expected me to get through it. I've carried that with me ever since, because nothing moves you forward quite like someone who believes in you before you've earned it.
I passed the CPA exam on December 3rd, 1981, and was fired from my job on December 20th. I told my partner Pam, "No problem. I'll just build a practice." And that's more or less what happened.
Over time, it became clear that tax strategy and investment planning had no business being separate disciplines. The decisions in one area always affect the other, so I brought them together. That's what became Center for Financial Strategies.
What I care about most is helping people understand what their money is actually for. People spend years building wealth without stopping to ask that question. I like being the person who asks it with them.