Thomas Bongiorno
About Thomas Bongiorno
Thomas Bongiorno is a Financial Services Representative and Investment Advisor Representative at WestPoint Financial Group, focusing on aligning clients' financial decisions with their core values.
Company
Thomas Bongiorno is currently serving as a Financial Services Representative and Investment Advisor Representative at WestPoint Financial Group. The WestPoint Financial Group office is located at 2650 Warrenville Rd., Suite 100, Downers Grove, IL 60515. Bongiorno has been with WestPoint Financial Group since July 2016.
Title
Thomas Bongiorno holds the positions of Financial Services Representative and Investment Advisor Representative. His professional focus involves aligning clients' financial decisions with their core values, emphasizing the importance of good stewardship and the legacy of responsible financial management.
Education and Expertise
Thomas Bongiorno studied Finance at Elmhurst University, where he earned a Bachelor of Science degree from 1989 to 1993. His expertise spans various roles, such as Accredited Investment Fiduciary (AIF®) and various financial advisory positions, which fortify his extensive career in financial services.
Professional Background
Thomas Bongiorno has a diverse professional background in the financial services industry. He worked at Premier Wealth Group, An office of MetLife, as a Financial Services Representative and Investment Advisor Representative from 2015 to 2016. He served at Troutman and Associates, Inc., as an Accredited Investment Fiduciary (AIF®) from 2000 to 2015. Between 1998 and 2004, he was an Agent at MassMutual. Additionally, he held positions as an Agent at Gruntal and Co from 1994 to 1998 and as Principal at Legacy Partners, Inc. from 1994 to 2015.
Client-Centric Financial Process
Thomas Bongiorno advocates for a systematic approach in financial advising, which starts by understanding clients' core values. This process involves identifying financial decisions that align with these values and aims to enhance future financial choices. Bongiorno's philosophy also includes a strong belief in the wider impact of financial decisions on clients' lives, extending beyond mere monetary considerations.