Tom Natoli

With over 40 years of experience in the financial services and telecommunication industries, I have a proven track record of applying innovative financial management skills in both corporate and individual settings. The cornerstone of that record and reputation is a consistently high level of professional client service.

For much of my career, I have worked with business owners, corporations and individual clients to help them address complex financial challenges.    Relying on a planning-based approach, the goal is to simplify the decision-making process with a comprehensive set of tools supported by years of experience.

• BBA Accounting  -  Siena College  
• MA Financial Management -  Catholic University of America
• CLU^® & ChFC^® -  American College
• CFP^® - College for Financial Planning
• AIF^® Accredited Investment Fiduciary
• CPFA - Certified Plan Fiduciary Advisor
• Equitable At Retirement^sm education program -  
  The Wharton School of the University of Pennsylvania

Member of the National Association of Insurance and Financial Advisors and the National Association of Plan Advisors.

CA Insurance License #OE90280