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Follow on Google News | ![]() Hunt Valley-Based Financial Planning Firm Makes Personnel Move to Add Top Investment ProfessionalTom Bonvissuto, CFP®, ChFC®, CFA joins team as Director of Investment Research
Tom Bonvissuto, CFP®, ChFC®, CFA joins the team after spending more than 25 years in the financial services industry in a number of roles. As a Certified Financial PlannerTM (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Financial Analyst® (CFA®), Tom becomes Director of Investment Research at Financial Consulate to create, oversee and manage investment portfolios for the firm’s clients. “Fifteen years ago I began to transform Financial Consulate from a solo practice into a professional Fee-Only advisory firm by adding some of Maryland’s most accomplished professionals,” Tom has managed portfolios for large pension plans, college endowments and not-for-profit foundations and has also managed IRA’s and investment accounts for individuals. His passion is in helping people, whether it is with their finances, physically moving them to a new home or serving at a homeless shelter. “I am excited about joining the Financial Consulate team,” said Tom Bonvissuto. “I believe that Financial Consulate is a place that cares for its clients and their well-being. Drew has assembled a talented team of dedicated professionals and I am honored to serve alongside them. “ A graduate of Carnegie Mellon University, Tom resides in Parkton, Md. with his wife, Kim, and their five children. With a passion for community service, he acts as the Finance Steward at his church and serves on the board of Somebody Cares Baltimore. “Our mission is to help our clients lessen the worry and burden of money management so they have more time to spend building relationships,” About The Financial Consulate, Inc. Founded in 1984, Financial Consulate, Inc. is a comprehensive, fee-only financial management firm based in Hunt Valley, Md. The company is redefining wealth for those families and individuals who desire more in life by striving to help them solve their easiest, and most complex, financial challenges. By helping every client achieve a sense of balance in their personal, professional, and financial lives, Financial Consulate truly becomes their financial advocate. For more information on The Financial Consulate, please visit www.FinancialConsulate.com or call 877-823-7283. End
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