Tony Palomba
CEO, Fiduciary, Wealth Planner & Investment Advisor
- Role
- Owner, CEO at Lighthouse Personal Finance, Llc
- Location
- Monroe, CT, US
- LinkedIn followers
- 500 followers
About Tony Palomba
Heritage Private Wealth Management is a fee-only fiduciary. We resolve to help…
Experience
Owner, CEO
Lighthouse Personal Finance, Llc
Jul 2010 — Present · Fairfield County, CT, US
Lighthouse Personal Finance\'s primary goal is to work with families seeking to evaluate credit liabilities, create debt repayment plans, implement a balanced budget, provide personal accountability, encourage and improve their quality of life through basic financial educational concepts.(Not affiliated with Commonwealth Financial Network)
Skills
- Investments
- Wealth Management
- Charitable Gift Planning
- Chaplaincy
- Holistic Financial Planning
- Retirement Planning
- Portfolio Management
- Strategic Financial Planning
- Tax Efficiency
- Debt Elimination
- College Education Planning
- Credit Counseling
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