About Us

Thomas Ruggiero

Tom is a licensed agent for Life, Accident, and Health Insurance in both Florida and New York. Mr. Ruggiero received a BA in Business Administration from the Metropolitan College of New York. His education continues as he is pursuing his CFP “Certified Financial Planner” designation.
Tom maintains multiple securities licenses within the financial industry that are an asset in helping his clients meet their needs and goals.

Tom holds a Chartered Retirement Plans Specialist, CRPS® Designation
Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance, and administration of retirement plans.

General Industry/ Products Exams Passed:
Series 7 General Securities Representative Examination
Series 63 Uniform Securities Agent State Law Examination
Series 65 Uniform Investment Adviser Law Examination

State Insurance License:
Florida Health, Life, Annuity Insurance License
New York State Health, Life, Annuity Insurance License