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 families 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.
Before 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.
I worked over 10 years at a private wealth management firm helping families plan for retirement and serving as Chief Operating Officer. While I enjoyed my time serving at the firm, I wanted something more. I wanted to develop a financial planning service that helped simplify people’s lives and empower them to obtain financial independence. That’s why I chose to establish Tushingham Wealth Strategies in 2014. The “Personal CFO” service was born.
When not serving as a financial advisor for my clients, nothing is better than family time in Wilmington, NC. My wife Kim “sells cancer”, or that’s what my kids say. She’s a director in the pharmaceutical industry. My boys, Reece and Ryder, aren’t really boys anymore. They’re both almost as tall as me, love playing guitar and basketball, and like to remind me how grey my hair is becoming.
We love traveling as a family but always enjoy coming home to Wilmington, NC. We’ve lived here since 2010 and absolutely love it. We support the Make-A-Wish Foundation, I can’t think of a better cause, and try and get on our boat every chance we get.
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