Certified Financial Planner in Wilmington NC
Choosing someone to oversee your financial affairs could be one of the most important decisions you ever make. I decided to establish an independent financial services company after years of witnessing clients charged excessive fees and receiving little value in return. Please contact us to experience what it is like to have your own “Personal CFO”.
My vision has always been to create a company that can offer people a single go-to fiduciary advisor or “Personal CFO” who proactively plans and coordinates every moving part of their financial lives.
One of my most passionate topics is helping families navigate the complex college planning process. With some colleges now costing nearly $300,000 it is more important than ever for families to determine their best strategy to pay for college and protect their assets and income for retirement. This is why our “Personal CFO” services integrate college and retirement planning into one strategy.
Prior to forming Tushingham Wealth Strategies, I accumulated two decades of experience in wealth management and corporate finance. After graduating from Pace University with a bachelor’s degree in Finance, I established my foundation on Wall Street where I spent 10 years working at Chase Manhattan Bank, Morgan Stanley and Royal Bank of Canada in the areas of foreign exchange, financial management and capital markets. I then moved to North Carolina in 2003 and obtained my CERTIFIED FINANCIAL PLANNER ™ certification in 2006. After working over 10 years at a private wealth management firm I established my own financial planning business that incorporates my passion for helping families plan for college and protect their retirement.
My wife Kim, a Director in the pharmaceutical industry, and I live in Wilmington, NC with our two sons, Reece and Ryder, dog Fletch, and cat Vader. In my spare time I enjoy interacting with my boys every chance I get, supporting the Make-A-Wish Foundation, watching hockey and anything from the 80’s that fuels my dry, sarcastic sense of humor.
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