Tom Froehlich

732-974-3770
tom@froehlichfinancial.com
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A Certified Investment Management Consultant and Analyst, Tom holds the Series 7, 63, 65, and 24 securities licenses, and Life, Health, Property and Casualty insurance licenses as well.

Tom uses his 38 years of industry knowledge and experience to help business owners, professionals, and their families solve problems, and to make wise choices to manage their wealth and transcend their legacy.

Specializing in Retirement and Retirement Income Planning, Tom is also often brought in as consultant for various accountants and attorneys, where his collaborative approach helps bring clarity and continuity to his clients’ planning process, creating a clear and simple path towards their wealth management objectives.

Active in his community, Tom is a frequent guest speaker for various companies, organizations, and associations, where he shares his expertise on retirement planning, investment management, and estate preservation. Tom has served on the board of directors, and is the past president, of The Wealth Advisor Institute. Tom is an active member of the Investments & Wealth Institute, and the founder of the organization’s New York Chapter, when it was called The Investment Management Consultants Association.

Married with three adult kids and three grandchildren, two of Tom’s personal passions are Dogs and supporting Special Needs Children, so Tom and Cooper, his Therapy Dog, may often be found visiting special needs kids in schools and in the pediatric unit at his local hospital.