Thomas C. Palumbo, CLU, ChFC, C3DWP, CAP, CRPS

Thomas C. Palumbo, CLU, ChFC, C3DWP, CAP, CRPS

Wealth Manager

Phone: 516-759-3900 Ext. 1007
Fax: 516-759-3928
E-mail:

A veteran financial planner, Tom has been with the Diefendorf organization since 1988. He specializes in personal financial planning for individuals as well as small business planning for entrepreneurs.  After graduating from Long Island University at C.W. Post with Magna Cum Laude, he matriculated in the American College, Bryn Mawr, PA. In 1995 and 1996 he received the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He is currently enrolled in the Certified Financial Planner (CFP) program.  In 2005, Tom joined the ranks of "total wealth managers" with the attainment of the Certified 3 Dimensional Wealth Practitioner (C3DWP) designation. 

Tom is active in the charitable / non-profit arena and is a member of the International Association of Advisors in Philanthropy.  In 2011, he attained the designation of Chartered Advisor in Philanthropy (CAP) from the American College.  An additional area of expertise is in retirement planning.  Tom has his Chartered Retirement Plans Specialist (CRPS) from the College of Financial Planning which enabling him to consult in the qualified plan marketplace. 

Tom is a registered representative of Sterling Monroe Securities, LLC (Series 7 & 63) and a Registered Fiduciary (RF).  He is a Trust Marketing Officer with Argonne Trust Company, LLC.