Thomas C. Palumbo<p>CLU, ChFC, CAP, CRPS</p>

Thomas C. Palumbo

CLU, ChFC, CAP, CRPS

3D Wealth Advisor

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

A veteran financial planner, Tom has been with 3 Dimensional Wealth Advisory since 1988. He is a client relationship manager for our firm as he focuses on helping with clients with their personal, social and financial goals.  Over 25 years of experience, he specializes in personal financial planning for individuals as well as small business planning for entrepreneurs including employee benefits.

He is a graduate of Long Island University at C.W. Post with Magna Cum Laude honors. In 1995 and 1996 he received the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). In 2011, he earned the designation of Chartered Advisor in Philanthropy (CAP). All three professional credentials were received from the American College in Bryn Mawr, PA.

An additional area of expertise is retirement planning. Tom has earned his Chartered Retirement Plan Specialist (CRPS) from the College of Financial Planning in Colorado, which enables him to consult in the qualified plan marketplace. He is a registered representative of Sterling Monroe Securities, LLC (Series 7 & 63), a Registered Fiduciary (RF), and is a Trust Marketing Officer with Argonne Trust Company, Inc.

Tom is active in the charitable/non-profit arena and is a member of the International Association of Advisors in Philanthropy. In addition to spending his time volunteering for various non-profit organizations, he loves to play golf and tennis. He also enjoys traveling, cooking and entertaining in his home.