Kenneth Tumolo
Owner | CFPĀ®
Ken Tumolo believes that everyone deserves a secure and independent retirement and has a long-held passion for helping clients attain just that. He has a bachelorās degree in financial services, an associateās degree in electrical engineering, a Series 66 license, life, health, and long-term care licenses, and is a Certified Financial PlannerĀ®.
Ken learned how to budget for the unexpected in his early career, running a technical business for 15 years. Now, through his retirement planning methodology, he enjoys providing his clients with multiple ideas, advantages they may not be aware of, and various ways to manage their accounts to get them through and even possibly pass on assets to family or charities.
Away from the office, Ken is an avid fisherman and enjoys hanging out with his family. His three boys are older now, but they still get together as much as they possibly can. He also enjoys home renovation projects and running outdoors.
Nick Tumolo
Investment Advisor Representative | CRPC Ā®
Nick Tumolo holds a bachelorās degree in accounting from Central Connecticut State University. He spent five years in business accounting before joining Tumolo Financial, and shortly thereafter he obtained his insurance and Series 65 securities licenses. He is excited by the opportunity to help clients at Tumolo Financial, a firm founded by his father, Ken.
āIāve learned a lot from my father and my licensing processes,ā says Nick, āand Iām passionate about helping the people of Connecticut and Rhode Island with their financial needs.ā
Although Nick is busy pursuing his CFPĀ® license, when he has free time, he enjoys traveling to new places with his wife, Alyssa, and going on walks with their dog, Duke. He is also an avid runner and fisherman.
Alyssa Tumolo
Director of Marketing & Healthcare Advisor
Chris Coppolo
Investment Advisor Representative | CRPC Ā®
Beata Tumolo
Executive Assistant
Mary Winalski
Administrative Assistant
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