Thomas P Gallina CFP®, CLU®, ChFC®, AEP®, RICP®
Private Wealth Advisor
I am a Wealth Management Advisor, with 25+ years of experience, specializing in investment management, retirement and estate planning, including planning for families with special needs children.
My mission is to provide a holistic approach to bring peace of mind and confidence to help families move forward during any stage of life. I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
I reside in Newtown, PA with my three children, Nicholas, Amanda and Danielle together with horses, mini-donkeys and dogs.
I've been a part of the financial services industry since 1990. A graduate of Rider University, I earned a Bachelors degree in Business followed by designations through the American College of Financial Services.
Certifications & Designations
- CERTIFIED FINANCIAL PLANNER™ Certification
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Advanced Estate Planning (AEP®)
- Retirement Income Certified Professional designation (RICP®)
- Chartered Advisor for Senior Living (CASL®)
- Certified in Long-Term Care (CLTC®)
Designations
CFP®, CLU®, ChFC®, AEP®, RICP®
Lending a hand in your community.
As part of Northwestern Mutual, we are proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Boys & Girls Clubs of Mercer County
Board Member and Youth of the Year Mentor (2017-2019)