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Our financial advice team


Tom Komninos

Tom Komninos

MBA, MS

Financial Advisor

Siena Wealth Advisory Group
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies

Interests

  • Making a positive difference in people's lives.
  • Donating my time to charitable organizations.
  • Advocating for children and adults with disabilities.
  • Promoting the "Stephen Komninos Law" in New Jersey.

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2020
  • Ameriprise Client Experience Award, 2020

Qualifications

  • Licenses - Series 7, Series 66
  • Life, Accident & Health Insurance - NJ, NY, PA, IL, WV, RI, FL, WA, CA

Education

  • MBA, Wharton Graduate School, University of Pennsylvania
  • MS, University of Pennsylvania
  • BA in Economics, University of Pennsylvania
Newsletter

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Community participation

  • Rotary International - Bergen Highlands/Ramsey, NJ Club (past-President)
  • Lions International - Saddle River Valley, NJ Club
  • AHEPA - Ramapo, NJ Chapter (past-Treasurer)