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Thomas A

Series 66

Manor, TX

Longitude Financial Planning

Thomas Anzivino is a financial advisor at Longitude Financial Planning with four years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Absolute Financial Planning, among other firms. Anzivino holds an active insurance license but operates as a fee-only advisor and does not sell commissionable insurance products. Longitude Financial Planning serves individuals, high-net-worth clients, and small businesses with investment management, financial planning, educational seminars, and bookkeeping services. The firm uses a combination of passive and active allocation strategies within a wrap-fee program and offers services such as advice on held-away accounts and access to outside professionals.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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