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- B.S. , Business Administration, Concentration in Finance – William Paterson University
- Series 6, Series 7, Series 24, Series 51, Series 63 registrations
- Life, Health, Variable Insurance License: NJ, FL, PA
- Securities Registered in the following states: AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OR, PA,PR, SC, TN, TX, VA, VT, WA.
Thomas Ela has been a financial planner since 1984 and prides himself on providing his clients with quality service and the highest integrity. He received his Bachelor of Arts from the William Paterson College in Wayne, New Jersey. He holds the designation of Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) from the American College in Bryn Mawr, Pennsylvania. He is involved in the ongoing financial education program at Cetera Advisor Networks.
As a Registered Representative with Cetera Advisor Networks LLC, Tom strives to meet the needs of high net-worth individuals, successful professionals, business owners and retirees. His practice specializes in Asset Management, but as a full service financial planner, he examines the client’s entire financial picture.
This includes retirement, college, and estate planning; as well as like, health, disability and long term care insurance. Tom works in tandem with a local attorney and CPA to review his clients wills and tax returns to ensure that all bases of a sound financial plan are addressed. He and his staff are driven to building long lasting relationships with his clients. He is a member of Circle of Excellence, Chairman’s Club and Premier Client Division at Cetera Advisor Networks. In 2007 he received the honor of being named Financial Network’s Outstanding Representative of the Year*, which was given to him as recognition of his contribution to his region, his community and service efforts.
Tom prides himself on providing his clients with quality service and the highest integrity to gain the client’s confidence. Tom’s goal is to help his clients sort through the myriad of financial options, products and services and offer advice appropriate to each individual’s specifics situation. By establishing himself as an independent financial planner, Tom can offer his clients the best sources, products and carriers available in the marketplace today.
During his career in the financial planning industry, Tom has made a commitment to hard work and long hours. Through his commitment to excellence and reputation for outstanding service, Tom has built a solid client base and has extended his business through referrals from clients.
Tom is involved with Rebuilding Together, a national organization that rehabs the homes of low income home owners. In addition to his annual Rebuilding Together Bergen County projects, he took three trips to the gulf coast to help rebuild homes devastated by Hurricane Katrina. He was a Cub Scout and Boy Scout leader in Wyckoff for 7 years. An active member of St. Elizabeth’s Pre-Cana Team, he addresses the engaged couples about financial issues.
Tom resides with his wife, Trish and son Thomas in Wyckoff, New Jersey. His hobbies include fishing, boating, cycling, skiing and golf. He enjoys spending time in Chatham, Cape Cod.
*Listing in this publications/and or awards is not a guarantee of future Investment success. This recognition should not be construed as an endorsement of the advisor by any client.