Thomas P. Loonie, CPA, MSFP
Tom Loonie specializes in providing
Financial Planning Analysis and Wealth Management
strategies to clients from all walks of life.
He is a graduate of Stonehill
College, where he earned an undergraduate
degree in Accounting. Upon graduation in 1995
he went to work for the Commercial Audit Division
of Arthur Andersen, specializing in audits
of mutual funds and publicly traded companies.
In 1999, he earned his Certified Public Accountant
License. From there, he went to the Internal
Audit Division of Fidelity Investments. During
that time, he attended Bentley College part-time,
earning a Masters in Financial Planning.
He is a member of the American
Institute of Certified Public Accountants,
the Massachusetts Society of Public Accountants,
and the Financial Planning Association. He
is a registered investment advisor offering services through LPL
Financial, a registered invesment advisor, Member FINRA/SIPC.
Phone 781-893-0909 x284