Team

Thomas Boerum has joined The Center for Wealth Planning team. Tom has served the Long Island community as a Financial Advisor for more than 20 years, and focuses on personalized wealth management for individuals, people in the...

Jennifer is a native of Long Island, an alumnus of Shoreham Wading River High School and Hofstra University. Together with her husband, Arthur, she co-founded The Center for Wealth Planning. As a financial advisor, Jennifer is able to...

Michele was raised in Bayport, NY, is an alumnae of Bayport-Blue Point High School and Suffolk Community College where she achieved an Associate Degree in Business Administration. Prior to joining The Center for Wealth Planning in 2001...

Arthur is a native of Long Island and the Founder of The Center for Wealth Planning. After more than 30 years of building close relationships through the family oriented “mom and pop” financial planning approach, he has...