Tom Vitale, CFP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor

  • Office 770-246-8363
  • Mobile 770-815-8778

Meet Tom

Tom Vitale, CFP®, CLU®, ChFC®, CLTC

As a wealth management advisor, the key to Tom Vitale’s success has always been putting his clients’ interests ahead of his own.  When Tom begins working with a new business or family, he takes the time to get to know their goals, fears, and risk tolerance, and he strives to treat everyone he works with the same way he’d treat his own family. His clients appreciate his steadfast follow-through and innovative approach, and they view him as a partner that they can rely on for straight-shooting advice and wise counsel on their financial affairs.

No matter where you are on your financial journey, Tom will meet you there and help guide you to the future you desire. Everyone’s goals and priorities are different, and everyone has made a different amount of progress toward them, and that’s why Tom believes in highly-specialized planning, not cookie-cutter services. His expertise includes, but is not limited to, business succession planning, wealth management, estate planning, employee and executive benefits planning and life insurance planning. He has spent nearly thirty years in the financial industry, and holds four advanced designations: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Certified in Long-Term Care (CLTC®).  

Prior to entering the financial services industry, Tom earned his Bachelor of Science in Marketing from Seton Hall University in South Orange, NJ. In his free time, he serves as board member for Camp High Harbour and SAFARI Wish, and he’s also a member of NAIFA. He has been married for 31 years and has two grown sons. In his spare time, he enjoys bowhunting, fly fishing, golfing and spending time with his family and two golden retrievers.

Click here to listen to a recent podcast where Tom discussed how to chart a more successful future during uncertain times.


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