Chris Tomolonis

Chris holds the Series 63 and 65 securities licenses and is a Life and Health Insurance Producer. He is also 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 his Bachelor of Business Administration in International Business from Loyola University Maryland.

Chris began his finance career on Wall Street in 2002. He quickly distinguished himself as one of the top producers, known for his inspiring speeches that motivated business owners, brokers, and investors. Over the years, Chris gained extensive knowledge in financial markets, investment management, financial planning, human behavior, macroeconomics, and effective client communication.

In 2014, Chris founded Tomolonis Financial LLC, partnered with Woodstock Wealth Management Inc., a registered investment advisor, and Fidelity Investments to offer independent financial services nationwide to professionals and business owners.

Tomolonis Financial LLC will develop a strategy tailored to your goals, implement it, and continuously monitor your situation to identify new opportunities. All assets under management are held at Fidelity Investments.

We work closely with your accountant, attorneys, and other professionals to ensure your financial plans align with your objectives. If necessary, we can also provide referrals.