Thomas J. Fiorelli, III, CFP®

Thomas J. Fiorelli, III, CFP®, is a 1998 graduate of The Pennsylvania State University, University Park, with a bachelor’s degree in Management and Organization from the Smeal College of Business Administration. With over 20 years of professional experience working with insurance, investments and financial planning, Tom offers his clients comprehensive knowledge and real world experience to help meet their various needs and expectations. Tom started his career as a Financial Services Associate with Prudential Financial in 2001.

In October 2010, the Certified Financial Planner Board of Standards, www.cfp.net, authorized Tom to use the marks CFP®, Certified Financial Planner™ and CFP (with flame design)® after Tom met the rigorous educational, examination, experience and ethics requirements of the Certified Financial Planner Board of Standards, Inc. Tom also holds the following licenses: PA Life, Health And Disability Insurance, PA Property and Casualty, FINRA Series 6, 63, 65, 7 and 24 with LPL Financial.

Tom is a founding member of Strategic Planning Associates, LLC (January, 2007) and is a lifelong resident of Jessup, PA. Tom belongs to various community groups and is also involved in youth sports. Tom is married to the former Heidi Wasilchak and has two sons, Tommy and Luke.