Tom has always had an interest in investing; he purchased his first stock when he was 12 years old. It went up, split, went up some more, split again and he was hooked. Like many people, Tom struggled after graduating from college with credit card debt and knew he wasn’t saving enough for retirement. He accumulated student loans when he went back for his MBA, and before he knew it, he had fallen behind financially. He realized he needed to learn about personal finance and start putting that knowledge into practice.
About that time, he started working at Fidelity Investments in the department that took care of the owners’ personal finances. He also began taking classes for the CERTIFIED FINANCIAL PLANNER™ designation. The CFP® certification is recognized as the highest standard in personal financial planning. Tom passed the exam in 2014.
Tom emerged from that period in a much better situation financially – free from debt, retirement goal on track, and emergency funds built into his savings. He wants to use his life experience, work experience at Fidelity, and knowledge gained as a CFP® practitioner to help others gain confidence in their financial situation. He realize this means different things to each individual – it could mean saving for your first home, determining how to pay for your child’s college, planning for your retirement years or the variety of other goals you might have.
Tom lives in Charlestown with his wife and two teenage boys. They love the neighborhood feel of Charlestown and the convenience of living so close to the city and try to take advantage of all that Boston has to offer.