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Michael T
CFP®
Katonah, NY
Atwob
Michael Tom is a CFP® professional with four years of industry experience. He has been with Point B Planning LLC since 2015. AtwoB serves individuals, trusts, charitable organizations, businesses, and retirement plan sponsors by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs customized investment strategies using diversified mutual funds and ETFs, offers ongoing portfolio monitoring, and maintains documented fiduciary practices.
Richard R
CFA®, Series 66
Katonah, NY
Atwob
Richard Rebori is a CFA® charterholder with eight years of experience in financial advising. He has been with Point B Planning, LLC dba Atwob since 2014. Atwob serves individuals, trusts, charitable organizations, businesses, and retirement plan sponsors, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs customized investment strategies primarily using diversified mutual funds and ETFs, with a focus on fundamental analysis and long-term orientation.
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