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Tom is founder and principle of Sea Star Financial, LLC, an independent, fee-only financial planning firm that offers services by the hour or on a project basis – whichever is right for you. He is pleased to serve clients of all ages and stages of life. He specializes in working with people in all income levels and especially enjoys helping people prepare for a career change and/or retirement.
Tom earned his undergraduate degree in Management Engineering from the Rensselaer Polytechnic Institute and holds a Certificate in Financial Planning from Bryant University. He is a Certified Financial Planner™ professional, an active member of the Financial Planning Association - Rhode Island Chapter, a national professional organization the promotes continuing education and excellence in financial planning, and a member of the National Association of Personal Financial Advisors (NAPFA).
In addition to his work with clients, Tom provides financial advice and presentations to members of the armed services and volunteers his time to an educational foundation that provides scholarships to needy students and grants to educators for innovative educational projects.
He is also a financial expert volunteer on LifeTuner.org, a web site sponsored by AARP that aims to help young adults achieve and preserve financial well-being in an increasingly complex and changing environment. |