Thomas Bonvissuto (CRD# 2656688) is an Investment Advisor Representative working at Intero Financial Planning, LLC in Parkton, MD and has over 28 years of experience in the finance industry. Thomas Bonvissuto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intero Financial Planning, LLC | Parkton, MD | May 2019 - Current | 4 |
| Lyft Inc. | Parkton, MD | Mar 2019 - Nov 2021 | 2 |
| Uber Technologies Inc. | Parkton, MD | Jan 2019 - Nov 2021 | 2 |
| The Financial Consulate Inc. | Hunt Valley, MD | Sep 2013 - Jan 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 1995 |
- CA
- MD
- PA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts204ACCOUNTS
-
Average Account Value$122,231
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, MD, PA
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