Personal

A native of Glen Ridge, NJ, I relocated to Georgia in 1986 and joined the Northwestern Mutual in 1992.  I'm dedicated in helping you, my clients to achieve financial security centered on comprehensive personalized planning.  Licensed in Life, Accident and Sickness Insurance and holds Series 6, 63, 65 and 7 while carrying the following certificates:  CFP®, CLU®, ChFC® and CLTC

The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

 

 

 

Tom Paul Vitale, CFP®, CLU®, ChFC®, CLTC

Wealth Management Advisor

 

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