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Thomas J. Fiorelli, III, CFP®

Call today to get started on the right investment strategy for you

570-487-1983

The right investment strategy

There are many factors, from risk to asset allocation, which can affect your future. Learn how to make your money work for you.

Tom-Photo-1-02272014(1) Bob

Robert F. Caselli, CLU, ChFC

Securities offered through Cadaret, Grant, and Company, Inc. Member FINRA / SIPC.  Strategic Planning Associates, LLC and Cadaret, Grant, and Company, Inc. are Separate Entities.  Securities Offered in PA, DE, FL, IN, NC, NJ, NY, & VA.

Thomas J. Fiorelli, III, CFP®, graduated from The Pennsylvania State University, University Park, in 1998, with a bachelor’s degree in Management and Organization from the Smeal College of Business Administration. With over 13 years of professional experience working with Insurance, Investments and Financial Planning, Tom offers his clients comprehensive knowledge and real world experience to help meet their various needs and expectations. Of these 13 years, Tom started his career as a Financial Services Associate with Prudential Financial.

 

On October 14, 2010 the Certified Financial Planner Board of Standards, www.cfp.net, authorized Tom to use the marks CFP®,Certified Financial Planner™ and CFP (with flame design)® after Tom met the rigorous Educational, Examination, Experience and Ethics requirements of the Certified Financial Planner Board of Standards, Inc. Tom also holds the following licenses: PA Life, Health And Disability Insurance, PA Property and Casualty, FINRA Series 6, 63, 65, 7 and 24 and offers securities in the following states: PA, DE, FL, NC, NJ, NY, and VA.

 

Tom is a founding member of Strategic Planning Associates, LLC (January, 2007) and is a lifelong resident of Jessup, PA. Tom belongs to various community groups and is also involved in youth baseball. Tom is married to the former Heidi Wasilchak and has two sons, Tommy and Luke.

Tom is a founding member of Strategic Planning Associates, LLC (January, 2007) and is a lifelong resident of Jessup, PA. Tom belongs to various community groups and is also involved in youth baseball. Tom is married to the former Heidi Wasilchak and has two sons, Tommy and Luke.