Professional
Thomas P. Gallina has been a part of the financial services industry since 1990. A graduate of Rider University, Tom earned a Bachelors degree in Business followed by the Certified Financial Planner™ (CFP®) certification, as well as the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Advanced Estate Planning (AEP) designations from the American College.
AREAS OF EXPERTISE
Wealth Management / Retirement Planning
With life expectancies growing today’s retirees must be prepared to continue investment and planning for many years. but one thing everyone agrees with is that long after you have retired, your money should keep working for you. Tom specializes in retirement planning. He will work with you, and for you, to help accomplish your goals and meet your needs.
Special Needs Planning
Tom provides financial planning services for families of individuals with special needs. He understands that having a special needs child impacts every facet of your financial picture and demands a thorough, integrated approach to managing your family's money.
Tom assists parents of special needs children in making smart decisions about money. He is a knowledgeable advisor who can help provide access to integrated financial strategies that will benefit your child with disabilities — and your entire family.
Estate planning poses particular challenges for families of children with disabilities — challenges best addressed with the help of a financial advisor with specialized training. Tom helps families plan for the future in all areas of life. His mission is to provide a holistic approach to bring peace of mind and confidence to help families move forward.
Online Resources
New Jersey Center for Outreach and Services for the Autism Community www.njcosac.org
Associations and Memberships
- National Association of Insurance and Financial Advisors
The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
- Financial Planning Association (FPA)
The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process.
- Mercer County Estate Planning Council - The Mercer County Estate Planning Council is an organization which brings together area professionals engaged in the field of estate planning. Members of the Council include accountants, attorneys, trust officers and life underwriters who regularly practice in the estate planning arena.
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