Nicholas Tumolo graduated from Central Connecticut State University with a bachelor’s degree in accounting. He worked five years in business accounting before joining Tumolo Financial, and shortly thereafter obtained his insurance license. He is currently pursuing his Series 65 securities license, and is excited by the opportunity to help clients at Tumolo Financial, a firm founded by his father, Ken.

“I’ve learned a lot from my father and my licensing processes,” said Nick, “and I’m eager to begin helping the people of Connecticut and Rhode Island with their financial needs.”

Tumolo Financial offers retirement, estate, and tax planning, as well as investment portfolio services, including regular reviews and recommendations. Nick believes with his father that designing a plan is key to a successful portfolio, especially when it comes to retirement investments.

“I feel that whenever people are able to secure income for their retirement, they should take advantage of the opportunity,” he said. “It’s easier to build the rest of your portfolio toward stocks or other investments once you have secured money for your future.” 

In his free time, Nick enjoys spending time with his wife Alyssa and their dog Duke, including traveling to new places. He is also an avid runner and fisherman.