About My Practice
Thomas J. Belisari, CFP® started his practice twenty-seven years ago with a simple idea--to help people manage their money and do it with honesty and integrity. He uses logic, common sense, his ongoing experience and continuous education to help you understand what is required to help you meet your goals and objectives. With this understanding you will make better informed decisions. He provides modular and comprehensive financial planning, retirement planning, investment planning and asset management.
Important Consumer Information
A Broker/dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment advisor, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Thomas J. Belisari, CFP®, obtained his B.S. at St. Joseph's University and his M.B.A. from LaSalle University. He started as a financial advisor in 1984 and became a CFP® licensee in 1987.
As a financial planner he is proficient in investments, retirement planning, budgeting, cash flow analysis, and long-term care. He designs and implements retirement plans for corporations and sole proprietors.
Tom has been featured and quoted in several publications, including the Philadelphia Inquirer, American Way Magazine, Kiplinger.com, Chicago Tribune, Daily Local News, CBS.MarketWatch.com, CNNFN and Investment Advisor Magazine. He has also been a featured guest on the local NBC News.
In 2009, Philadelphia Magazine recognized Tom as a Five-Star* Wealth Manager for Overall Client Satisfaction. In 2010, Philadelphia Magazine awarded him again with this honor.
DISCLOSURE: * Presented to 7% of wealth managers with at least five years experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Wealth Managers do not pay a fee to be included in the research. Details of the award can be viewed at Five Star Professional.
* Third-party rankings and recognitions are no guarantee of future investment
success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one clients evaluation.
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- To review FINRA and/or SIPC websites, please click here: FINRA or SIPC
- Blue Sky Disclosure: This communication is strictly intended for individuals residing in the states of DE, FL, NC, NJ, PA, SC, TX and/or VA. No offers may be made or accepted from any resident outside the specific states referenced.
Registrations, Licenses, Certifications & Affiliations
Life insurance: PA, Health/disability insurance: PA, Fixed annuities: PA, Variable annuities: PA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Series 7, 63 & 65
Royal Alliance Associates, Inc.
Securities offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Advisory services also offered in DE, FL, NC, NJ, PA, SC, TX & VA** through Key Financial Inc., a registered investment advisor not affiliated with Royal Alliance Associates. * SEE DISCLOSURES UNDER EXPERIENCE.
Considerations: I provide a free (no obligation) initial consultation to determine if we can work together to solve your needs.