Tom Arconti, CFP® is the founder and principal of Arconti Financial Advisors (AFA), a Fee-Only Financial Planning and Registered Investment Advisor firm located in Danbury, CT.
Tom’s business background, education and life experience have prepared him well for personal financial planning.
He graduated cum laude from Western Connecticut State University with a business degree in Finance. In 1999, he earned a certificate in Investor Relations from the University of Connecticut (UConn). Tom completed the Certified Financial Planning® professional education program at Boston University and is an alumnus of the Financial Planning Association’s Residency Program at the University of California – Irvine. He passed the challenging 10-hour CFP® Comprehensive Exam in July, 2006. To maintain the certification, CFP® practitioners are required to satisfy ongoing ethics and continuing education requirements.
Tom transitioned into the financial services profession with a year-long program at Morgan Stanley, where he earned the Series 7, Series 66, and Series 31 securities licenses as well as Life, Accident, and Health insurance licenses. While there, he served in the dual capacity as a Registered Representative and an Investment Advisor Representative (IAR). Prior to starting his own firm, Tom worked with a fee-only practitioner in Massachusetts where he found his “home” in holistic, comprehensive fee-only planning and investment management.
Prior to joining the financial services profession, Tom had over two decades of management experience in local corporations, including Perkin-Elmer, Hughes Aircraft, Raytheon and Photronics, Inc. He also has several years of experience as a self-employed entrepreneur. Tom and his wife Sally, a Human Resources executive, have experienced several iterations of corporate mergers and takeovers, and have learned first-hand the importance of planning and preparation to deal with the financial and emotional turmoil that accompanies such changes.
Over the past several decades, Tom has served as President of the Danbury Jaycees, the City of Danbury Common Council and the Board of Directors for Regional Hospice of Western Connecticut. He has also been active with the United Way, has served as a volunteer firefighter and is an alumnus of the Chamber of Commerce Leadership Danbury Program. Other than a brief, work-related relocation to the Boston area, Tom has lived in Danbury his entire life.
Arconti Financial Advisors is a member of the Garrett Planning Network, America's premier organization of Hourly, As-Needed Financial Planners. Garrett members are dedicated to providing competent, independent financial advice to people from all walks of life. Tom is also an active member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Western Connecticut Estate & Tax Planning Counsel, and the local Chamber of Commerce.
Please call or email Tom for a no-obligation, Get-Acquainted meeting, which can be conducted on the phone or in person.