Thomas Licciardello, CFP^®

Registered Investment Advisor Agent,
Compass Capital Corporation

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Licciardello Financial Services has been serving the financial needs of clients in the Merrimack Valley since 1981. We provide Education, Employee & Executive Benefits, Estate, and Survivorship Planning. Compass Capital Corporation is an independent Registered Investment Advisory Firm, member FINRA, SIPC, that provides fee based wealth management services.

As an experienced, independent, fee based financial planner, Tom assists his clients in identifying their financial aspirations, and then helps navigate them to a successful conclusion.

As a specialist in personal financial planning for individuals and business owners, Tom has been providing financial services to his clients since 1981. Serving as a partner and shareholder in the firm, he is a Registered Investment Advisory Agent with Compass Capital Corporation, founded in 1984 as a Registered Investment Advisory Firm in the practice of personal financial management and planning.

He has served as the President of the Merrimack Valley Estate Planning Council, and as an adjunct faculty member at Northeastern University where he taught Estate Planning, and was the host of "The Bottom Line," a financial planning radio show. Tom has had numerous articles published, and is a frequently asked to speak to organizations on many aspects of business and personal financial planning.

Tom is active in local charitable groups, has served as a member of the YMCA Board of Managers, was elected as a Selectman for the town of North Andover and served as its chairman, and he is a member of numerous professional and business organizations.

Additionally Tom is an active athlete who has completed 86 marathons, including the last 33 consecutive Boston Marathons, completed the Hawaii Ironman, and is an avid skier. He lives in North Andover with his wife of 39 years, Lyn. He has two daughters, Amy and Cristina (the head of the Employee Benefit Division of LFS), and 5 grandchildren.

Reach Tom at 978-686-4100 or email at Tom@CompassSecurities.com.