Tom Zaccaria, CFP®
Financial Planning Subject Matter Expert
TWAMS Financial Planning, LLC
Tom is the Financial Planning expert on the Team. He provides artful financial planning for each client that we serve. Tom graduated from The American College and become Certified Financial Planner® in August of 2011. He has over a decade of experience helping families plan their future, and keeping them on track to achieving their future goals. When Tom is not crunching numbers, or giving the Team advice on planning matters, he can be found training for the local marathon or surfing off the coast of some beach with beautiful white sand.
For every client:
- My job is to understand what you are trying to accomplish in all of your financial areas and make sure that your wishes and goals are effectively communicated to each team member
- I create a plan, which involves all of the other Subject Matter Experts on the Team, to determine what it will take to get you from where you are now to where you want to be
- I have thought through every possible scenario so that we have a contingency plan when life throws you an unexpected curveball