Thomas Charles Wealth Management was founded in 2009 as the World emerged from a global financial crisis also known as the Great Recession. Our founder Tom Corcimiglia wanted to start a firm that operates with integrity, insight, and puts client interest's first.
Prior to Thomas Charles, Tom worked with the Asset Management and Trust group of a top mutual fund family, the Private Client Group of a leading investment bank, and most recently as a Vice President of Wealth Management for a national bank. He earned his Bachelor of Science in Economics from the State University of New York, his MBA from Penn State, and did his CFP® coursework at The American College in Bryn Mawr, PA.
Tom is a CERTIFIED FINANCIAL PLANNER® Practitioner. This designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificates also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Tom attends Providence Church and resides in West Chester, PA with his wife Natalie, and his children Clay, Nathan, Sam and Sky. Tom is a member of Applebrook Golf Club.