
Tom Betros, CFA, CFP®
Tom is a Wealth Strategist for D'Arcangelo Financial Advisors providing comprehensive financial planning and investment advice to our clients. Tom is also a contributor to the firm's asset allocation policy and performs ongoing manager due diligence for our client portfolios.
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Prior to joining D'Arcangelo, Tom worked for some of the largest financial services firms in the country. At TD Ameritrade and Charles Schwab, he worked as a Financial Consultant where he developed comprehensive financial plans for high-net-worth individuals. He was also a Research Analyst for Fidelity Investments, where he published detailed research reports on target date and multi-asset funds. Tom is an active member of the CFA Society Boston.
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In his free time, Tom enjoys traveling, watching sports, and spending time with his wife, daughter, and standard poodle.
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