Thomas Palazzo

ABOUT Thomas Palazzo

For nearly 18 years, Tom has put his clients’ needs first by providing honest, objective, level-headed financial advice. He gets to know his clients well so he can craft solutions and strategies that align with their aspirations, risk tolerance, time horizon, and liquidity needs. High-quality service is extremely important to Tom, which is why he strives to maintain a significantly lower than average client-toadvisor ratio. That way, he can provide the exceptional value and attention his clients deserve on an ongoing basis.

He strives to build long-term relationships with clients by delivering a superior experience and helping them embrace their financial future with confidence. He believes that by having a plan, staying the course, and surrounding oneself with knowledgeable, trustworthy professionals, you will meet and exceed your goals.

Tom started his career in the financial services industry in 2005, and in 2007 earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He was named a Washington Five Star Wealth Manager* in 2019 and 2020, as seen in The Washington Post Magazine and Fortune. Seventy2 Capital’s independent infrastructure and resources give him the flexibility to serve his clients like never before. His specialties include traditional & alternative investments, tax efficient strategies and wealth transfers strategies, college planning, liability management, charitable gifting, and estate and protection planning including life & long-term care.

A native of Long Island, Tom earned a B.S. in both Finance and Financial Planning from Virginia Tech and has been living in the greater Washington area ever since. Above all else, he’s most passionate about raising his three children Luca, Sophia, and Giulia, along with his wife, Heather, and continuing to build his financial planning practice. In his free time, you’ll find Tom watching his kids play soccer, on the links playing golf, or watching his favorite sports on TV. 

Designations

CFP® - Certified Financial Planner

Qualifications

Licensed - Yes

License No -

License Type -

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Mortgages
FAFSA Review
Scholarship Search

Meetings Offered

My Office
Workplace
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings