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Thomas F

CFP®, Series 63, Series 65

New York, NY

OSAIC

Thomas Finnegan is a CFP® with 43 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to this, he spent 22 years at American Portfolios Financial Services, Inc. He is involved in several outside business activities, including co-founding a food service company and working as a managing partner in an online lead generation service. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to construct and manage diversified investment portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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