Tom G. is a Senior Wealth Advisor at Planning Alternatives, where they focus on creating wealth plans for high net worth individuals, families, and executives. With a CFP® designation, Tom has demonstrated a commitment to client satisfaction throughout their career. Prior to their current role, Tom held various positions at Fidelity Investments from 2007 to 2017, including Vice President Branch Manager, where they launched new offices and managed teams to provide complex financial solutions. Tom earned a Bachelor of Arts in Economics with a minor in Political Science from UMass Boston. Additionally, their active involvement in non-profit boards reflects a strong commitment to community engagement.
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