Thomas Cortese - 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 investment objectives and financial goals and to choose the appropriate investment vehicles to meet their needs. 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 to clients. 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 Series 6, Series 7, Series 63, and Series 65 FINRA securities registrations as well as Life, Accident and Health and Variable Annuity Insurance licenses.


 

 

 

 

 

 

 

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