Tony Schliesser, CFP®

What do you enjoy most about wealth management?

What I enjoy most about wealth management is helping people turn their goals and aspirations into reality. I value getting to know clients on a personal level, understanding what’s important to them, and building a plan that gives them confidence and peace of mind along the way.

How should people think about their wealth?

I believe people should think about their wealth as a tool to help them live the life they want. It’s not just about how much you accumulate, but how you use it to create flexibility, security, and confidence to pursue what matters most to you and the people you care about.

What do you love most about being part of PCFS?

What I love most about being part of PCFS is the opportunity to work alongside my dad and learn from him every day. I also really value being part of a team with so much experience and knowledge. There’s something special about learning from the people around me while helping carry forward what my dad started.

What do you love to do outside of work?

Outside of work, I’m an avid golfer and spend as much time on the course as I can. I also enjoy spending time with family and exploring new places & restaurants with my girlfriend.

Bio

Tony joined the PCFS team in 2026. He used to work in the office during summers throughout high school and has returned to become an official member of the team. Tony has a bachelor's degree in finance from the University of San Francisco. He also obtained his Certified Financial Planner® designation in 2025 and has hit the ground running, helping individuals and families navigate their financial lives. He has five years of experience in investment management and financial planning, with a particular focus on helping clients integrate their investment strategies with their broader estate and tax planning goals.