Thomas Cammisa is a financial planner at Wexford Financial Strategies.
Tom maintains his CERTIFIED FINANCIAL PLANNER™ professional designation and holds both his Series 7 and Series 66 securities registration with LPL Financial.
Tom brings his experience and insight as a former business owner and entrepreneur to assist his clients in the areas of business succession, estate, retirement and investment planning. Tom’s strength lies in his ability to build and maintain long term client relationships based on the values of service and trust.
Tom’s financial planning practice specializes in assisting business owners, professionals and individuals in investing and preserving their wealth. This is accomplished through a process which clarifies and defines client’s objectives, considers relevant strategies, coordinates the efforts of other professionals and culminates in the implementation of a tax efficient plan for the benefit of themselves, their families and worthy causes
Tom also has a specialty in advising non profit organizations in designing and building their planned giving programs. Tom’s relationships in the non profit world as consultant, employee or supplier includes groups such as UNICEF, Sesame Workshop and The Hispanic Heritage Foundation among others.
Tom is a Trustee of the Estate Belonging to the Episcopal Diocese of Long Island. He is board member of Camp DeWolfe, a retreat and youth camp on Long Island and the Warden of Trinity Church, Roslyn, NY. He has previously volunteered on the Planned Giving Committee for the Interfaith Nutrition Network. Tom is a long time resident of Glen Cove, NY where he lives with his wife and their two children.