CHRIS TOMOLONIS
Founder & Financial Advisor
Building Wealth & Relationships With Perseverance & Personality
Chris started his finance career on Wall Street in 2002 and quickly became one of the top producers. He gained a reputation for his inspiring speeches and his ability to motivate business owners, brokers, and investors. Over the years, Chris built extensive knowledge of U.S. equity markets, macroeconomics, investment management, financial planning, and effective client communication.
In 2014, Chris founded Tomolonis Financial LLC, a Virtual Family Office that specializes in strategic tax planning, investment management, and estate planning. He also partnered with Fidelity Investments and Woodstock Wealth Management Inc. to offer goal-oriented, independent, transparent, and collaborative financial services to professionals, business owners, and their families.
Chris holds FINRA Series 63 and 65 securities licenses and is a Life, Disability, Long-Term Care, and Annuity Insurance Producer. He is a member of the National Association of Insurance and Financial Advisors and the National Society of Tax Professionals. In 2015, Chris founded BNI Liberty, a professional networking group. He earned a BBA in International Business from Loyola University Maryland.
Chris’s goal is to help you invest and plan for the future while offering the essential personalized experience that is often missing today.
BUILDING WEALTH
One Meeting At A Time
Whether you prefer in-person, Zoom, or phone call appointments, Chris strives to make each meeting personable, informative, and highly supportive.