Meet Tom Belisari, CFP®

Certified Financial Planner

"Try not to become a man of success, but rather try to become a man of value." – Albert Einstein

Tom’s charismatic personality and compassion for his clients are just two of the qualities that stand out when describing him. With a degree in Psychology and a Master’s degree in Finance, he blends his knowledge with 31 years of experience to guide his clientele toward positive financial outcomes in a truly holistic way. Tom sought out a career in financial planning early on and obtained his CFP® license. He "practiced what he preached" in achieving this accomplishment. He is quick to tell others that the best advice he could give his three children as they grew into adulthood was that true success in life is to find something you are passionate about, and then find a way to get paid to do it!

Tom is grateful for the opportunity to work with Patti for the past 15 years. Together, they blend their similar approaches to achieve client satisfaction with their energetic personalities. He always captures the attention of colleagues and clients with his witty stories and banter. Now that he is a grandfather to a beautiful baby girl, "Pop Pop" has a lot more to brag about!

When Tom is not spending time with his family, he can be found listening to music, playing his guitar, spending time outside in his garden or on the golf course.

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