Firm Principal

Firm Principal

Tony M. Palomba, CPFC®, RFC®

Tony is the CEO of Heritage Private Wealth Management, an independent financial services firm, and holds the Certified Personal Finance Counselor® (CPFC®) and Registered Financial Consultant® (RFC®) certifications. He serves a select group of families around the country, providing them with comprehensive wealth management services, and designs financial and investment plans for retirement, college funding, charitable giving, and estate transference.  He offers securities, advisory services, and insurance through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Tony is also the founder and president of Lighthouse Personal Finance, a privately held company that provides financial education and counseling to families struggling with their personal finances, specifically in the areas of consumer credit, debt management, and budgeting. 

Through his nonprofit partnership with the Connecticut Association for Human Services and the CT Money School, he donates his time teaching adult education courses on financial literacy and money-management principles to underserved families in Fairfield, Bridgeport, Norwalk, and Stratford, Connecticut. 

Tony sits on the board of directors as treasurer of the Fairfield County Children’s Choir, a 501(c)(3) nonprofit organization that provides 300+ choristers, grades 4 through 12, with the opportunity to increase their appreciation for, and expertise in, music.

Tony was raised in Westchester, New York, and now lives in Monroe, Connecticut with his wife, Ilona, and three children, Emma, Lily, and Samuel. Tony is an active member of Black Rock Church in Fairfield and has served as the team chaplain to the Independent Baseball League Bridgeport Bluefish and the NHL New York Islanders affiliate, Bridgeport Sound Tigers hockey club.

Tony is a Dave Ramsey Financial Peace University Class facilitator, a Crown Financial Ministries educator, and a professional member of Kingdom Advisors.

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Tony Palomba is proud to have been recognized as a Founder's Club advisor for 2017—a distinction based on annual production that places him among the top 39 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.

 

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Fixed insurance products and services offered by Heritage Private Wealth Management.