About
Tom brings more than 30 years of experience to Planning Alternatives, including opening and operating offices in both Naples and Palm Beach, Florida. He has spent his career supporting a wide variety of clients – including individuals, families, entrepreneurs and executives – with their planning needs, through various market cycles. Tom works with his team of wealth advisors to develop and implement financial plans for retirement, family wealth succession, and estate planning.
Tom is a CERTIFIED FINANCIAL PLANNER™ and earned his Bachelor’s Degree in Economics from University of Massachusetts.
