Tom Gerardi, CRPC®

Tom, a graduate of The University of Florida, offers clients more than 10 years of financial services experience. His focus is advising on the development and implementation of investment strategies to help clients pursue their immediate and future goals. Tom follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate investment plan, and regular portfolio re-balancing in order to obtain measurable results. He also consults on risk management, retirement planning, insurance planning, and other critical financial strategies.