Please Note:
This profile was automatically generated using 2 references found on the Internet. This information has not been verified. Learn more...
This profile was automatically generated using 2 references found on the Internet. This information has not been verified. Learn more...
Web References
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1. Bios GGFS
www.ggfs.com/staffGGFS.html - [Cached]Published on: 11/30/2007 Last Visited: 11/30/2007
Tom CORTESE is a Senior Investment Consultant with Gary Goldberg Planning Services, Inc., a Registered Investment Advisory firm, and is a Registered Representative with Gary Goldberg & Co., Inc., a Registered Broker Dealer and Member FINRA & SIPC. -
2. Tom Cortese
www.ggfs.com/staffGGFScortese. - [Cached]Published on: 11/30/2007 Last Visited: 11/30/2007
Tom Cortese
Tom Cortese joined Gary Goldberg Financial Services as a Senior Investment Consultant, after being a client for many years. Tom primarily works with individual clients to help them define their investment objectives and financial goals and to choose the appropriate investment vehicles to meet their needs. Tom also works with small and mid-sized business owners by helping them set up and administer company retirement plans.
Tom 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 clients. Additionally, Tom can be heard on "Money Matters", a daily financial news radio talk show hosted by Gary Goldberg.
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Tom moderates the "Movers and Shakers" segment of the show.
During this time, Tom brings listeners up to date on stocks in the news and other market information for the day. Moreover, Tom is an occasional guest speaker at various investment and financial planning seminars.
Before joining Gary Goldberg Financial Services, Tom was a managing partner of a prestigious marketing and event management firm. Prior to his entrepreneurial career, Tom worked as a Senior Marketing Executive for AT&T.
Tom earned his Masters of Business Administration at Fairleigh Dickinson University. He holds his Series 6, 7, 63, and 65 securities registrations as well as his Life, Accident, and Health Variable Annuity Insurance licenses.
