Tom Boselli

Office Location

422 Medico Lane
Suite B
Santa Fe, NM 87505

Phone: (505) 983-3863

Tom Boselli

CFS®, CRPC®

Director, Financial Planning

Santa Fe (Appointment Only)

About Financial Advisor Tom Boselli

Tom Boselli has been selected as a SmartVestor Pro because of his commitment to helping individuals achieve their long-term investing goals.

Dave Ramsey SmartVestor
  • Joined Financial Engines in 2011. Began his career in the financial services industry in 1999.
  • Successfully completed the Series 65 examination(s) administered by FINRA.
  • Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s).
  • Studied Business Finance at Regis University.
  • Volunteers as an AARP Tax Aide.
  • Married to Sharon. They have four children. Tom enjoys golfing, fly fishing, and travel.
SmartVestor is an advertising service for investing professionals. Advertising fees are not connected to any fees, portfolio, service, product, or other service rendered by a Financial Engines Advisor. SmartVestor is not an affiliate of Financial Engines Advisors L.L.C.
Contact Tom
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  • Request an Appointment






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