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- Certified Financial Planner (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Comprehensive Financial Planning
- Wealth & Investment Advisory
- Investment & Wealth Institute
Thomas Birrittella, CFP®Director
Thomas Birrittella is a Director and Investment Advisor in Hillcrest Wealth Advisors. Tom has more than 15 years of experience in the financial planning and investment advisory fields. Prior to joining the firm, Tom was a Relationship Management Consultant at another investment advisory firm. Previously, he was an investment advisor and financial planner in the Personal Financial Services practice of PricewaterhouseCoopers LLP.
Tom has worked with a diverse range of clients, including high net worth individuals, family offices, trusts, foundations, corporate executives and business owners. Tom provides comprehensive financial and investment planning. His expertise includes designing customized portfolios, formalizing investment policy statements, plan implementation, cost control of portfolio fees, money manager due diligence, and portfolio rebalancing.
Tom is a Certified Financial Planner (CFP®). He has earned the Accredited Investment Fiduciary (AIF®) designation, awarded by the Center for Fiduciary Studies. Tom received his BS in Finance from Siena College in 2001 and completed the Certified Financial Planning (CFP®) program at New York University in 2004.