June 13, 2018

Thomas V. Cannizzaro has over 35 years of experience in the financial services industry, specializing in Life Insurance Based Financial Planning.  Tom is a Certified Financial Planner™ (CFP®) and holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.  He has created customized planning concepts, such as “Simple Solutions to Complex Financial Problems” and “Make Giving Go Further with The Policy That Gives”™, “Living Better, Leaving More”™ Planned Giving Using Life Insurance, “The Gift of Love, The Gift of Philanthropy, The Gift of Love and Philanthropy”, Life Insurance – The Gift of Philanthropy, Adding Life to Your Business, Strategies in Wealth Transfer and Legacy Planning, Aging With Dignity – Protect and Preserve Your Assets and Your Legacy, Is Your Planning Up To PAR and many more .  He is a frequent speaker and instructor at industry events, and has been quoted in numerous publications, including Life Insurance Selling, Journal of Financial Planning, and USA Today. 

Originally from New York, Tom has resided in Florida for 19 years.  He is a member of the Southwest Florida Estate Planning Council, a member of the Financial Planning Association (FPA), member of Society of Financial Service Professionals (SFSP), member of National Association of Insurance and Financial Advisors (NAIFA), member of South West Florida Planned Giving Council, a member of the Sarasota Memorial Hospital Foundation’s Advisor Network, a Founding Member of The University of Florida Advisor Network and an Instructor at Osher Life Long Learning Institute (OLLI) with Eckerd College.

Tom has reviewed thousands of cases for individuals, businesses, and many non-profit organizations, and looks forward to working with you as a partner in providing customized Life Insurance Based Financial Planning solutions.