Strategic Partner: Bay Financial Associates Thomas P. Loonie, CPA, MSFP

Strategic Partner: Bay Financial Associates Thomas P. Loonie, CPA, MSFP

Director of Financial Planning and Life Insurance

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
Fax (781) 893-3565