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Tom Cooney, CPA®/PFS®, CFP®

Tom Cooney, CPA®/PFS®, CFP®

Tom Cooney is a Certified Public Accountant with a Personal Financial Specialist credential, as well as, a Certified Financial PlannerTM. He has over 30 years of experience in tax, financial, and investment planning for individuals and pension plans. He also has extensive expertise in 401(k) plan design, administration, and consulting.

Tom's overriding drive is to help clients, whether they are business owners or employees, achieve financial success on their road to their retirement.

Tom is a member of the AICPA® Personal Financial Planning section, the National Association of Plan Advisors, and the Financial Planning Association.