Robert P. Tomasulo, CFP
Managing Director – Investment Officer
“I provide my clients thoughtful, objective advice and guidance on many financial and investment matters throughout their lives to help them make sound financial decisions.”
I am a financial services professional with more than 45 years of experience dedicated to helping my clients and their families reach their financial goals by providing comprehensive investment planning strategies that can help build and preserve their wealth. I take a holistic approach that begins by listening to my clients to identify their objectives, time horizons, and risk tolerance. Once a plan is in place, I help them stay on track by reviewing and adjusting strategies as needed.
To help my clients achieve their vision for retirement and financial success, I have 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, employee benefits planning, retirement and estate planning. I am also a Platinum Council Advisor at Wells Fargo Advisors. 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.
A life-long PA resident & Penn State Alum, I am an avid student of Martial Arts. I am president of AJKA-I Karate Association, International and am a Sixth-Degree Black Belt, I also enjoy teaching Karate and learning from my students.