Our second meeting will be Tuesday 3/21/23 at 6 PM on Mansion 13/DH1170/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/Flutin/Rumble/GETTR.
Our speaker will be Thomas Farrell, CFP, CEPA, Wealth Advisor, Principal from Withum.
Tom began his career as a financial services representative at MetLife in New York helping clients fulfill their insurance and investment needs.
Tom then moved on to work his way toward becoming a trusted financial advisor at RegentAtlantic in New Jersey.
He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2004 after completing coursework at Fairleigh Dickinson University.
As part of being a valued advisor Tom has spent time serving on investment committees researching asset classes and portfolio construction, rebalancing portfolios and implementing tax efficiencies.
In addition, Tom believes each client should benefit from the planning process to optimize their financial lives given their goals and priorities.
Accordingly, Tom has advised clients on topics ranging from Roth IRA conversions to the use of Revocable trusts.