ABOUT US

Sturiale Financial Planning  is a comprehensive financial planning and investment advisory firm providing objective financial advice on a one-time and/or as-needed basis.

Tom Sturiale, MBA
Principal

Tom’s experience, education and maturity have prepared him well for personal financial planning. He holds a Master’s degree in engineering and an MBA from the Harvard Business School. Tom completed the CERTIFIED FINANCIAL PLANNER™ professional education program at Boston University and will be authorized to use the CFP® marks of distinction after fulfilling the CFP Board of Standard’s precise requirements. A Registered Investment Advisor in the state of Massachusetts, Tom stands on many years of management experience in large corporations, which includes leading two, large multinational manufacturing companies during the past ten years. He has traveled extensively throughout the world developing relationships with employees, suppliers, customers and competitors from all walks of life. He was a key member of the management committee responsible for the investment performance of multimillion dollar pension and 401(k) funds. His corporate financial and management experience, broad educational background and varied life experiences are the basis upon which Tom builds strong, trust-based relationships.

Please call or email Tom for a complimentary, no-obligation Get Acquainted meeting.

Tom is a member of The Garrett Planning Network (GPN), a nationwide network of professional, Fee-Only financial advisors. GPN members are dedicated to providing competent, objective financial advice to people from all walks of life, on an hourly, as-needed basis. Nationally recognized CERTIFIED FINANCIAL PLANNER™ professional, Sheryl Garrett, founded GPN to further her vision of making competent, Fee-Only financial advice accessible to all people. Tom is also a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s largest association of Fee-Only advisors, and the Financial Planning Association (FPA), the nation’s largest association of professionals dedicated to championing the financial planning process.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Tom Sturiale, Principal, Sturiale Financial Planning. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Tom Sturiale dba Sturiale Financial Planning, a Registered Investment Advisor in the Commonwealth of Massachusetts. The presence of this web site on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer investment advisory services to any residents of any state other than Massachusetts. Sturiale Financial Planning is legally empowered to provide investment advisory services only to residents of Massachusetts or where otherwise legally permitted.

©2004 Sturiale Financial Planning. All rights reserved.