Thomas Boland, CFP®
Managing Principal, Financial Advisor
Tom is a Certified Financial Planner™ practitioner. He will work with you to develop a strategy tailored to your needs using a variety of products and services offered by LPL Financial. As a CFP® professional, Tom can help you through all stages of proper investment selection, no matter where you are on your financial journey.
He considers himself a student of Investor behavior and the Financial Markets. Asset Allocation, when effectively agreed upon is the main factor that will determine the success of an investing plan. Portfolios are then designed to balance an investor’s risk tolerance vs the desire for returns.
The use of sophisticated tools including Fundamental and Technical Analysis helps to guide buying and selling decisions. For Financial Planning, we use ‘Wealth Vision” for in depth life cycle planning, which helps make decisions such as when to retire and how much you can comfortably draw from your savings during the time of your life when work turns to fun.
Tom holds a Bachelor’s Degree in Business Administration from Thomas Edison State University of NJ. In addition to the CFP® Designation, Tom holds the following Securities Licenses: Series 7, Series 31, Series 63 and Series 24 with LPL Financial as well as multiple Insurance Licenses for Life, Health and Variable Products.
He is a Past President of the Northern Monmouth Chamber of Commerce. Tom resides in Monmouth County with his family.
We are an independent financial advisory practice and offer our services through LPL Financial. Our practice exists to serve the needs of our clients. We have no proprietary products, which means we are free to offer only investments that we believe to be in your best interest. Our main goal is to become your family's primary source of financial advice. If we do our job well, children will be educated, families will retire more comfortably, and more wealth will pass to future generations.
Contact me if you'd like me to help you develop strategies for pursuing your financial goals.