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Thomas B
CFP®, CFA®, ChFC®, Series 65
Parkton, MD
Intero Financial Planning, LLC
Thomas Bonvissuto is the principal of Intero Financial Planning, LLC in Parkton, MD, with 29 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 65 designations. Prior to founding Intero Financial Planning in 2019, he worked at The Financial Consulate Inc. and held roles at Lyft and Uber. He serves as a trustee for Sheppard Pratt Investment Inc., where he reviews investments monthly. Intero Financial Planning is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities such as pension plans, nonprofits, and corporations. The firm offers financial-planning-driven investment management, public educational seminars, annuity placement, and uses a multi-allocation strategy focused on ETFs, mutual funds, and a combination of passive and active management.
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