Broker Check
Edward A. Tomasko, CFP, MBA, EA

Edward A. Tomasko, CFP, MBA, EA

Ed has over 25 years of independent business experience working in finance, investments, insurance and tax planning. Ed received his B.S. in Marketing/Accounting from Quinnipiac University in 1966 as well as an MBA from American University in 1968. After working as a broker for a number of years, Ed started his tax practice in 1985, became licensed in life/health/Long Term Care insurance in 1987 and qualified for the designation Certified Financial Planner in 1990. Through the years, Ed developed an interest in integrating a variety of specialties in order to provide more complete advice to his clients. This eventually led to the founding of Financial Strategies in 2001. Ed is a member and past President of the Fairfield County Chapter of the Financial Planners Association, and also holds memberships in the National Association of Tax Planners as well as the NY/CT Association of Tax Professionals. Ed also contributes his time and knowledge as a 17 year member of the Insurance and Pension Committee for the Town of Bethel.

Ed is a resident of Bethel, CT along with his wife Helen and two (very large) cats. Ed is proud of his daughters, Joy, a playwright living in New York City and Felicia, a RN and Editor of LA Yoga & Ayurveda Magazine living in Los Angeles, CA. He also enjoys singing in the church choir when time allows.