SENIOR INVESTMENT CONSULTANT
Tom Cortese joined Gary Goldberg Financial Services as a Senior Investment Consultant, after being a client for many years. Mr. Cortese primarily works with individual clients to help them define their financial goals and investment objectives and then recommends a comprehensive investment solution suitable for their needs. Mr. Cortese serves his clients with a single purpose: to deliver consistent, indispensable client support. Mr. Cortese also works with small and mid-sized business owners by helping them set up and administer company retirement plans.
Mr. Cortese brings a unique blend of analytical, problem solving, and organizational skills to the challenge of developing and implementing financial solutions that address the investment management needs of his clients. He has achieved success in developing long term client relationships throughout his career by providing best in class customer service. Additionally, Mr. Cortese is an occasional guest speaker at various investment and financial planning seminars.
Before joining Gary Goldberg Financial Services, Mr. Cortese was a managing partner of a prestigious marketing and event management firm. Prior to his entrepreneurial career, Mr. Cortese worked as a Senior Marketing Executive for AT&T.
Mr. Cortese earned his Masters of Business Administration at Fairleigh Dickinson University. He holds the following FINRA registrations: Series 7, Series 63, and Series 65 securities registrations as well as Life, Accident and Health and Variable Annuity Insurance licenses.
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