Allen Cantoni

Allen Cantoni, CFP®Latta Wealth Center
Wealth Manager

Allen has worked in the financial services industry since 2008. In his position as a Wealth Manager with ESL Investment Services, he assists clients with the development of long-term planning strategies that are aimed at working toward investment objectives and financial goals. In addition, he helps clients plan for major financial events such as college expenses, retirement income, and insurance needs. Allen holds his CERTIFIED FINANCIAL PLANNER™ (CFP) designation, and in 2016 and 2017, Allen was named to the list of Top 100 Bank Advisors* by Bank Investment Consultant magazine.

Prior to joining ESL Investment Services, Allen served as a Financial Consultant for two top brokerage firms. Allen holds a bachelor’s degree in business administration from The University of New York at Buffalo. He resides in Rochester, where he enjoys spending time with family and friends, CrossFit, hunting, fishing, and boating.

Click here to check the background of this investment professional on FINRA's BrokerCheck.

*Bank Investment Consultants ranked bank and credit union advisors by assigning a score on the following 6 variables: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. Those six factors are combined into one composite score to determine the final ranking.