Anthony L. Saffer

ONE DEGREE ADVISORS

SAN DIEGO, CA 92108-1634

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CRD#: 3259751

Professional summary

Anthony Lawrence Saffer, CFP® is a registered financial advisor currently at ONE DEGREE ADVISORS, INC. located in San Diego, California.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Anthony has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 10/2012 - LOCATED AT 8880 RIO SAN DIEGO DRIVE STE 1000, SAN DIEGO, CA 92108- 1% TIME SPENT Foothills Christian Church POSITION: Board Membership NATURE: Not for Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2012 ADDRESS: 350 Cypress Ave, Suite B, El Cajon, CA 92020 DESCRIPTION: Sit on board, general guidance to the church staff

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Lawrence Saffer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

May 5, 2014 - Present

ONE DEGREE ADVISORS, INC.

Office #1: 8880 Rio San Diego Drive Ste 1000, San Diego, CA 92108-1634

RIA

CRD#: 170392

SAN DIEGO, CA

Past

April 30, 2014 - June 4, 2019

SECURITIES AMERICA, INC.

CRD#: 10205

SAN DIEGO, CA

Past

June 20, 2006 - April 30, 2014

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

SAN DIEGO, CA

Past

June 7, 2006 - April 30, 2014

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SAN DIEGO, CA

Past

October 27, 1999 - June 6, 2006

WADDELL & REED

RIA

CRD#: 866

SAN DIEGO, CA

Past

October 20, 1999 - June 6, 2006

WADDELL & REED

CRD#: 866

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONE DEGREE ADVISORS, INC.

COLEMAN & JOHNSON FINANCIAL ADVISORS | ONE DEGREE ADVISORS, INC. | COLEMAN & JOHNSON FINANCIAL ADVISORS, INC.

CRD#: 170392 / SEC#: 801-79351

RIA

Registered Investment Advisory firm - (3/18/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/5/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/27/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/22/1999

General Securities Representative Examination

Current Firm

ONE DEGREE ADVISORS, INC.

COLEMAN & JOHNSON FINANCIAL ADVISORS | ONE DEGREE ADVISORS, INC. | COLEMAN & JOHNSON FINANCIAL ADVISORS, INC.

CRD#: 170392 / SEC#: 801-79351

RIA

Registered Investment Advisory firm - (3/18/2014 Approved)

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Contact information

Main Address

8880 Rio San Diego Drive Suite 1000, San Diego, CA 92108

Mailing Address

Phone number

(619) 282-3288

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,012
AUM (Assets Under Management)	$ 341,552,988

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Anthony L. Saffer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Lawrence Saffer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

ONE DEGREE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/27/1999

SIE

Date: 10/1/2018

Series 7

Date: 9/22/1999

Current Firm

ONE DEGREE ADVISORS, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONE DEGREE ADVISORS, INC.

TRUST BUT VERIFY

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