Tom Britt recently had the honor of being a guest on iCRV radio’s program, “Meet the Expert.” In this episode, Tom discusses how recent market volatility has led to an increased awareness of financial plans and cash flow sustainability. Additionally, Tom shares his insight on ABLE (Achieving a Better Life Experience) accounts, which are a great planning option for parents of special needs children. Listen to the show below to learn more.
About Thomas J. Britt, CFP ®, MPAS ℠ , CIMA ®, MBA
Tom’s life experience includes over 19 years in the financial services industry, 10 years in engineering as an Operations Supervisor for a Fortune 500 subsidiary and he is a proud Veteran of the United States Navy Submarine Force. Tom draws on his professional experience to assist clients in creating and executing wealth management strategies, which help guide his clients towards achieving their financial goals.
Tom is a Certified Financial Planner ™ professional. He earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning. He also attained his MBA through Rensselaer Polytechnic Institute and holds a BS in Finance from the University of New Haven. He holds the Certified Investment Management Analyst (CIMA®) designation which was earned through coursework at the Wharton School of Business. Tom is also a Chartered Retirement Planning Counselor (CRPC®), a designation earned through coursework at the College for Financial Planning.
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