Robert P. Tomasulo, CFP
Managing Director – Investment Officer
George Mundy, CFP
Managing Director - Investments
As a Financial Advisor with over 30 years of experience, my mission is to help my clients and their families reach their financial goals by providing comprehensive investment advice, including wealth transfer, Liability management and insurance strategies.
My clients include those nearing retirement who require a sustainable lifetime income strategy, business owners and corporate executives who need a competent Advisor to coordinate their financial affairs and free up their time, and those experiencing a liquidity event such as an inheritance, sale of a business, or divorce. My focus is on providing a comprehensive investment strategy which is tailored to each client’s unique situation. I take a collaborative approach, often working with my client’s other advisors as we explore various strategies designed to help meet my client’s life objectives. I present my recommendations in an independent and objective manner always mindful of controlling costs.
Prior to joining Wells Fargo Advisors in 2010, I built my experience as a Financial Advisor at Merrill Lynch, Morgan Stanley, and UBS. I have also earned the CERTIFIED FINANCIAL PLANNERTM professional certification which includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, and retirement income planning. I have been named to the Wells Fargo Advisors Platinum Council every year from 2010 - 2023. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Away from the office I enjoy spending time with my family more than anything. When I’m not in the office or at home it’s likely that I can be found at an ice rink playing, coaching, or watching the incredible game of ice hockey.
Insurance products are offered through nonbank agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
CA Insurance License #0E35350 Resident State PA
My clients include those nearing retirement who require a sustainable lifetime income strategy, business owners and corporate executives who need a competent Advisor to coordinate their financial affairs and free up their time, and those experiencing a liquidity event such as an inheritance, sale of a business, or divorce. My focus is on providing a comprehensive investment strategy which is tailored to each client’s unique situation. I take a collaborative approach, often working with my client’s other advisors as we explore various strategies designed to help meet my client’s life objectives. I present my recommendations in an independent and objective manner always mindful of controlling costs.
Prior to joining Wells Fargo Advisors in 2010, I built my experience as a Financial Advisor at Merrill Lynch, Morgan Stanley, and UBS. I have also earned the CERTIFIED FINANCIAL PLANNERTM professional certification which includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, and retirement income planning. I have been named to the Wells Fargo Advisors Platinum Council every year from 2010 - 2023. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Away from the office I enjoy spending time with my family more than anything. When I’m not in the office or at home it’s likely that I can be found at an ice rink playing, coaching, or watching the incredible game of ice hockey.
Insurance products are offered through nonbank agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
CA Insurance License #0E35350 Resident State PA
Laureen Kochanowicz
Senior Client Associate
Phone: 215.497.3346
Email: laureen.kochanowicz@wellsfargoadvisors.com
