Tom is an investment advisor representative (401k) and Principal with LifePlan Wealth Management Group, an independent Registered Investment Advisory firm based in Branford, CT. He has over 20 years of professional experience as a wealth manager, providing financial and investment advice to individuals, business owners, and family offices.Tom’s firm presents clients with a comprehensive financial plan that addresses short, medium, and long-term goals, including a focus on managing risk. He uses a simple but powerful methodology that helps clients become properly and more comfortably invested while empowering them to understand the results along the way.Clients learn their “risk number”, the amount of risk they are comfortable with. That comfort level is then compared to the risk number of their current investments as well as the amount of risk their investments should carry to meet retirement and other financial goals.Tom recommends third-party, non-propriety financial products and investments, and functions as a fiduciary: acting only in the client’s best interest. He has twelve years’ experience as a trustee of the City of New Haven Employee (Pension) Fund from 2008-2020, where he honed his skills in vetting and selecting investment products and money managers. Tom brings these same skills to selecting and thoroughly vetting the investment firms behind any product he recommends, including visiting the firms and meeting the fund managers in person. He also served as president of the Farnam neighborhood House Board of Directors along with Chair of Saint Bernadette’s grammar school board.His career includes being a successful business owner. Tom took over his father’s small NAPA auto parts store, grew it to the point of adding a second store, and expanded the business to manufacturing auto parts while also importing and exporting auto parts to Europe and Asia. His experience owning and growing the retail, manufacturing, and export businesses gives him unique insight into the investment challenges of other business owners as well.Tom was also a public-school teacher early in his career – a job he loved! As an educator he enjoys working with and teaching his clients how to understand, navigate and demystify the securities markets. He brings a wealth of patience and an ability to design and explain seemingly complex investment portfolios to his clients.Ready to talk to an independent investment advisor that has your best interests in mind? Contact Tom today - tcama@lifeplanwmg.com, www.LifePlanWMG.com.