Anton Bayer, CFP
Anton is the founder of Up Capital Management and Chairman of the Investment Committee for the firm’s propriety model portfolios. He has over 34 years’ experience as a Registered Representative and Registered Investment Advisor earning his Certified Financial Planners designation in 1985 at Golden Gate University.
Prior to launching Up Capital Management in 2009, Anton was the Senior Vice President of CBIZ Wealth Management where he co-managed over $900 million in assets for individual, corporate, and retirement plan accounts.
Since 2003, Anton has published Managing to Retire, a quarterly investment & economic-focused newsletter and beginning in 2012 The Weekly Update. In 2007, he released the book titled, Exposing the Myths to Achieving Financial Success and in 2022 the book titled, “Physicians Guide to Wealth”.
Anton has been a frequent guest on regional and national media programs including CNBC, Fox Business News, Bloomberg Radio, and KRON TV
Anton is also a private pilot and co-owner of historic warbird T-34A Mentor. Aviation provides excellent reference points to the tasks of preparation, execution, and achieving your mission of financial success.
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