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  2. Tom Natoli

Tom Natoli

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Tom Natoli, CFP®, CLU®, ChFC®, AIF®, CPFA
Executive Vice President
Phone: 
(703) 205-0365
E-mail: 
tnatoli@ascendplanning.com

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 Retirementsm 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

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  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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