My Wharton Experience

Tony Arch has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has been awarded Equitable Advisors' Retirement Planning Specialist title for completing the Equitable At Retirement® education program. Only a select group of financial professionals nationwide complete this elite program.

The Wharton School is recognized around the world for its academic excellence at every level of business education.

The certificate curriculum was developed for financial professionals to provide a higher level of preparation and knowledge to best serve the retirement planning needs of their valued clients. This weeklong course included 50 hours of intensive study taught by 10 Wharton School faculty members. Topics covered included:

  • Identifying, Mitigating and Insuring Retirement Risks
  • Qualified and Non-Qualified Plans and their Roles in Retirement Planning
  • Medicare and Social Security - Dealing with Institutional Risk
  • Asset Allocation and Diversification
  • Estate Planning and Tax Issues in Retirement

The Wharton program is part of Equitable's overall commitment to providing clients with the most comprehensive and up-to-date guidance on a broad range of financial topics related to retirement. After completion of the initial program, participants are also invited to attend an annual At Retirement® forum featuring Wharton faculty and industry experts to further continue their retirement education. Equitable chose Wharton because of its leadership in management research, education and knowledge creation.

Focusing on specific concepts and issues that are most important to the At Retirement® generation, Equitable Advisors and The Wharton School developed this comprehensive program. Selected on the basis of their value-based approach to relationship management, participants worked to strengthen their retirement risk-management and financial asset allocation knowledge and methodology.

Tony Arch works with individuals and business owners to help them define their retirement goals and formulate strategies to help meet their unique needs and objectives.


Offers business insights, information and research. Click here to view and/or to subscribe to the on-line newsletter.

California Insurance License #: 0692038

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck